Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Leon Matlock is a financial advisor registered with the state of Tennessee and a licensed representative of PKS Advisory Services, LLC, operating as RMJ Advisory. Roy has been in the financial services industry since 1984, with experience in both investment advising and insurance. His expertise encompasses portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Roy is dedicated to providing comprehensive financial solutions that align with the unique needs of each client.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
11/27/2023 - Present
PKS Advisory Services, LLC (Brentwood TN)
TN
03/24/2022 - 10/09/2023
PURSHE KAPLAN STERLING INVESTMENTS (Nashville TN)
TN
03/19/1984 - 05/06/2022
PFS INVESTMENTS INC. (BRENTWOOD TN)
IA
Issued 04/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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