Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Matthews is a financial advisor with Edward Jones. Charlotte has been in the industry since 2010. She holds Series 66, Series 7, Series 9, Series 10, Series 24 and SIE licenses. Charlotte is registered to provide investment advisory services in Arkansas, Massachusetts, Missouri and Utah. Charlotte is currently working with Edward Jones since 2013. Previously, Charlotte Matthews was registered with Commerce Brokerage Services, Inc. and Edward Jones. Charlotte has a current registration with Edward Jones for investment advisory services in Missouri. Charlotte Matthews also has a registration with Edward Jones for investment advisory services in Missouri.
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.
See schedule d - miscellaneous
1
2
MO
01/18/2013 - Present
Edward Jones (ST LOUIS MO)
MO
01/23/2012 - 01/16/2013
COMMERCE BROKERAGE SERVICES, INC. (CAPE GIRARDEAU MO)
MO
03/26/2010 - 01/04/2012
EDWARD JONES (CAPE GIRARDEAU MO)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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