Unclaimed
Matthew Vincent Dukovich is a financial advisor who has been in the industry since 2017. He has been registered with Raymond James Financial Services Advisors, Inc. since June 2019. Matthew specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Matthew holds the Series 7, Series 63, Series 65, and Series 9 licenses and has over 7 years of experience in the financial services industry. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
PA
06/20/2019 - Present
Raymond James Financial Services Advisors, Inc. (PITTSBURGH PA)
IA
Issued 05/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Dukovich is the right advisor for you? Invested Better is here to help.