Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Selden Mathews is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Stephen Selden Mathews has been in the securities industry since June 29, 2002. Stephen Selden Mathews is registered to provide investment advice in Tennessee, Texas and several other states. Prior to joining Raymond James Financial Services Advisors, Inc., Stephen Selden Mathews was employed by UBS FINANCIAL SERVICES INC., and J.C. BRADFORD & CO.
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
TN
11/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
07/13/2004 - 10/11/2016
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
02/13/1997 - 02/26/1999
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 07/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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