Matthew Glatz
Senior Vice President, Investments at Raymond James & Associates, Inc
- Role
- Senior Vice President, Investments at Raymond James
- Location
- Peoria, IL, US
- LinkedIn followers
- 500 followers
About Matthew Glatz
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures. http://raymondjames.com/smrja.htm
Experience
Senior Vice President, Investments
Aug 2011 — Present
411 Hamilton Blvd. Ste. 2003Peoria, IL 61••••••••47
Education
Bradley University
Bachelors
1993 — 1997
Skills
- Series 7
- Asset Allocation
- Strategic Financial Planning
- Budgets
- Financial Advisory
- Strategic Planning
- Investment Advisory
- Retirement Planning
- Microsoft Excel
- Investments
- Securities
- Series 63
- Marketing
- Customer Service
- Business Development
- Wealth Management
- Financial Planning
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