Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matala is a financial advisor who is registered with Raymond James Financial Services Advisors, Inc. Robert has been in the financial industry since 2000 and has experience in providing financial advice to individuals, businesses, and institutions. Robert is licensed to provide investment advice in several states. Robert has a proven track record of success in helping clients achieve their financial goals.
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
07/07/2020 - Present
Raymond James Financial Services Advisors, Inc. (St Petersburg FL)
ME
08/14/2018 - 02/07/2020
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
NE
11/17/2017 - 03/16/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
10/15/2013 - 03/31/2015
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NJ
03/16/2012 - 07/15/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
FL
12/12/2005 - 12/23/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TAMPA FL)
CA
04/29/1997 - 10/18/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 01/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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