Unclaimed
Matthew Tyne Raynor is a financial advisor who has been in the industry since 1995. Matthew is registered as a broker-dealer and investment advisor representative. Matthew is currently employed with Principal Asset Management, a firm with approximately $1 billion to $10 billion in assets under management, and has been with the firm since October 2017. Matthew previously worked for BlackRock Investments, LLC from January 2012 to November 2016.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
OH
10/06/2017 - Present
Principal Asset Management (Powell OH)
CA
01/03/2012 - 11/11/2016
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/11/2011 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
MA
05/19/2004 - 08/10/2010
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
06/10/1999 - 04/08/2004
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NJ
07/15/1998 - 05/11/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
PA
06/15/1993 - 08/15/1997
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
09/01/1992 - 03/04/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/02/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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