Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Crowley is a financial advisor with over 23 years of experience in the industry. Matthew has a strong background in securities, futures and investments. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Matthew specializes in working with individuals, businesses, corporations, pension plans, and high-net-worth clients.
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
CA
05/31/2022 - Present
Raymond James Financial Services Advisors, Inc. (Rancho Cordova CA)
CA
02/20/2009 - 05/31/2022
WELLS FARGO CLEARING SERVICES, LLC (EL DORADO HILLS CA)
CA
11/10/1998 - 02/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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