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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wayne Schmidt is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial services industry for over 20 years. He is a registered representative and investment advisor representative with the firm and holds Series 66, SIE, and Series 7 licenses. Matthew specializes in providing investment advice to high-net-worth individuals, businesses, corporations, charitable organizations, and retirement plans. His areas of expertise include portfolio management, financial planning, and pension consulting. Matthew's experience and expertise make him a valuable resource for clients seeking financial guidance.
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
11/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (PENSACOLE FL)
FL
05/06/2011 - 11/06/2014
MORGAN STANLEY (PENSACOLA FL)
FL
04/04/2007 - 05/09/2011
PRIMEVEST FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
06/22/2004 - 04/09/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
11/30/2000 - 06/22/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MN
11/08/2000 - 12/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/08/2000 - 12/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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