Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Peterson is a financial advisor with Edward Jones. Matthew has over 10 years of experience in the financial services industry. Matthew is registered with the state of Nebraska as an Investment Advisor Representative, and also holds Series 6, 7, 63, and 65 securities licenses. Matthew has been with Edward Jones since January 2018. Matthew has a strong focus on providing financial planning and investment management services for individuals and families.
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
NE
01/08/2019 - Present
Edward Jones (OMAHA NE)
NE
11/07/2012 - 01/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN NE)
NE
06/05/2008 - 11/24/2008
QUESTAR CAPITAL CORPORATION (LINCOLN NE)
NE
08/16/2007 - 01/04/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LINCOLN NE)
BC
Issued 01/07/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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