Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew is registered with 34 states and has been in the industry for over 18 years. Matthew has experience in various financial services areas, including financial planning, pension consulting, portfolio management, and more. Matthew was previously employed by EDWARD JONES. Matthew's office is located in Bothell, WA. Matthew is committed to providing his clients with personalized and comprehensive financial advice.
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
WA
01/20/2015 - Present
Raymond James Financial Services Advisors, Inc. (Bothell WA)
WA
05/04/2005 - 01/16/2015
EDWARD JONES (KIRKLAND WA)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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