Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Disalvo is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Birmingham, Alabama. Matthew has been in the industry since September 27, 2008. Previously, Matthew has also worked at BBVA Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Matthew holds the Series 6, Series 7, Series 63, and Series 66 licenses and the SIE exam. Matthew works with a variety of client types, including individuals, corporations, and pension plans. He offers financial planning, investment management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AL
10/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham AL)
AL
05/26/2015 - 05/07/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
04/27/2010 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
09/15/2006 - 03/25/2010
WELLS FARGO ADVISORS, LLC (HOOVER AL)
BOTH
Issued 04/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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