Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Philip Matkin is a financial advisor with over 20 years of experience in the financial services industry. Jefferson is currently registered with Amundi Asset Management US, Inc. and has held previous positions with FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., SunTrust Investment Services, Inc., and Edward Jones. Jefferson has a broad range of experience in portfolio management, including experience with investment companies, pooled investment vehicles, and businesses. Jefferson holds the Series 3, 6, 7, and 66 licenses, as well as the SIE. Jefferson is also a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
GA
07/11/2012 - 10/13/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/11/2012 - 10/13/2014
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/11/2012 - 10/13/2014
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
08/02/2010 - 06/28/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
03/30/2009 - 07/01/2010
EDWARD JONES (DACULA GA)
MA
08/14/2002 - 01/08/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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