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Staci Brooke Matheney

Raymond James Financial Services, Inc.

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About Staci Brooke Matheney

Staci Brooke Matheney is a financial advisor registered with Raymond James Financial Services, Inc. Staci is a licensed Series 6, 7, 24, 63, and SIE representative. Staci is also registered in Kentucky, Ohio and West Virginia. Staci has been in the securities industry since November 6, 1997 and joined Raymond James in January 2008. Staci worked previously at Chase Investment Services Corp. and Banc One Securities Corporation.

Firm Information

Staci Matheney is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Staci Matheney’s Registration & Firm History

OH

01/11/2008 - Present

Raymond James Financial Services, Inc. (Marietta OH)

OH

07/06/2005 - 01/11/2008

CHASE INVESTMENT SERVICES CORP. (ZANESVILLE OH)

IL

01/08/1998 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

06/11/1997 - 08/11/1997

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Staci Brooke Matheney.
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