Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Matheson is a financial advisor registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Robert has been in the financial industry since 2019 and holds Series 7, Series 66, Series 99TO, and Series 24 licenses. Robert is licensed to provide financial advice in multiple states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/08/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NJ
06/27/2024 - 08/29/2024
SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ)
TN
07/01/2021 - 09/26/2022
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
TN
12/01/2020 - 07/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
01/17/2019 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
BOTH
Issued 08/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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