Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kevin Matthews is a financial advisor at Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Mark has been in the industry since September 3, 1988 and is currently registered as an Investment Advisor Representative in Missouri and as a Registered Representative in both Missouri and Texas. Mark has experience with several other financial institutions, including Mercantile Investment Services, Inc., MONY Securities Corp., Duggan & Company Investment Securities, Hibbard Brown & Co., Inc., and Sherwood Capital, Inc. Mark is also the president of the Buchanan County MU Alumni Association.
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
01/09/2019 - Present
Edward Jones (ST JOSEPH MO)
MO
01/06/1993 - 12/31/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
02/20/1990 - 12/24/1992
MONY SECURITIES CORP. (NEW YORK NY)
NJ
02/28/1989 - 03/03/1990
DUGGAN & COMPANY INVESTMENT SECURITIES (ENGLEWOOD CLIFFS NJ)
NA
05/24/1988 - 06/07/1988
HIBBARD BROWN & CO., INC.
NA
11/25/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
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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