Matt Applegate Email & Phone Number
Transition Consultant @ Raymond James
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Matt Applegate Location
- Clearwater, FL, US
Matt Applegate Work
- 2008 -now Transition Consultant @
- 2005 -2008 Service Advisor @ Raymond James Financial
- 1999 -2005 Account Supervisor and Merchant Resolutions @
Matt Applegate Skills
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Series 63
- Securities
- Investments
- Trading
- Asset Management
- Finance
- Retirement Planning
- Series 66
- Securities Regulation
- Series 7
- Employee Benefits
- Wealth Management
- Mutual Funds
- Series 24
Matt Applegate Summary
- Matt Applegate, based in Clearwater, FL, US, is currently a Transition Consultant at Raymond James Financial Inc.. Matt Applegate brings experience from previous roles at Raymond James Financial and Capital One. With a robust skill set that includes Uniform Combined State Law, FINRA, Strategic Financial Planning, Series 63, Securities and more. Matt Applegate has 1 emails on RocketReach.
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