Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Milholland is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial services industry since February 2013. He is registered with the state of Ohio and several other states. Matthew has experience providing financial planning and investment management services to individuals, businesses, and retirement plans. Matthew is a Certified Financial Planner and has earned the Series 6, 7 and 63 securities licenses as well as the SIE exam. In addition to his work at Raymond James, Matthew is also a board member of the Union County Foundation. Matthew and his wife own and operate several rental properties.
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
OH
11/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Marysville OH)
OH
08/10/2018 - 08/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARYSVILLE OH)
OH
03/25/2017 - 08/16/2018
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
02/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (DUBLIN OH)
BC
Issued 7/5/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2014
Series 7 - General Securities Representative Examination
BC
Issued 1/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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