Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Ratterree is a financial advisor at Benjamin F. Edwards & Company, Inc. Matt has been in the industry since 2018. Matt specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Matt is registered with FINRA and the state of Missouri, and holds the following licenses: Series 7, Series 10, Series 9, Series 3, Series 34, and SIE. Matt has extensive experience in providing investment advice and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MO
05/01/2024 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NC
03/13/2024 - 04/26/2024
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
MO
11/03/2023 - 01/16/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
01/02/2018 - 11/03/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2021
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/11/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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