Unclaimed
Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the industry since July 16, 2001. Matthew is registered with the state of Florida as an Investment Advisor Representative. Matthew is also licensed to conduct business in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Virgin Islands, Virginia, and Wisconsin.
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
FL
03/25/2020 - Present
Raymond James Financial Services Advisors, Inc. (Apopka FL)
FL
07/16/2001 - 03/23/2020
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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