Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Bagley is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been affiliated with LPL Financial LLC, EDWARD JONES, WELLS FARGO ADVISORS, LLC, and VALIC FINANCIAL ADVISORS, INC. Matthew holds a Series 7, 63, 65 and 66 licenses and is also a Certified Financial Planner. Matthew provides a range of financial advisory services to clients including financial planning, portfolio management, and pension consulting. Matthew's experience and expertise make him a valuable resource for individuals and families 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
NC
01/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (Boone NC)
VA
01/23/2017 - 12/31/2019
LPL FINANCIAL LLC (ABINGDON VA)
NC
08/12/2013 - 01/18/2017
EDWARD JONES (WILKESBORO NC)
NC
04/18/2012 - 01/28/2013
WELLS FARGO ADVISORS, LLC (BOONE NC)
NC
06/07/2010 - 04/11/2012
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
MA
05/17/1999 - 04/19/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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