Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wayne Wegner is a financial advisor with over 20 years of experience in the industry. Matthew has been with Raymond James Financial Services Advisors, Inc. since May 2022. Prior to that, Matthew worked at Edward Jones and A. G. Edwards & Sons, Inc. Matthew is registered to offer securities and investment advisory services in 37 states. Matthew is a graduate of [Graduate School Name] with a degree in [Major]. Matthew provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Matthew also offers educational seminars and consultations on various financial topics.
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
05/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (Panama City FL)
FL
07/13/2007 - 05/06/2022
EDWARD JONES (PANAMA CITY FL)
FL
01/12/2001 - 07/18/2007
A. G. EDWARDS & SONS, INC. (PANAMA CITY FL)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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