Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Whitaker Gathagan is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Sevierville, TN. Matthew has been in the financial industry since 2012. Matthew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Matthew is a Series 7, Series 6, Series 63 and Series 65 licensed advisor. Matthew offers a wide range of financial services to individuals and businesses, including financial planning, investment management, and retirement planning.
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
TN
10/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Sevierville TN)
TN
01/02/2018 - 09/19/2019
BB&T SECURITIES, LLC (KNOXVILLE TN)
TN
07/17/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MARYVILLE TN)
IA
Issued 07/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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