Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Behrendt is a financial advisor with Edward Jones, a firm with over 20,000 advisors. He has been in the financial services industry since 2015. Matthew has experience working with individuals, businesses, and retirement plans. He holds licenses in Securities Industry Essentials (SIE), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Futures Managed Funds (Series 31), and Uniform Combined State Law (Series 66). He is a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. Matthew has previously worked with LPL Financial LLC, SagePoint Financial, Inc., Commonwealth Financial Network, MML Investors Services, LLC and Aston Carter.
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
CA
05/10/2023 - Present
Edward Jones (SANTEE CA)
CA
09/20/2018 - 05/10/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/20/2018 - 08/07/2018
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
03/19/2018 - 06/25/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/15/2017 - 03/12/2018
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
02/12/2016 - 02/21/2017
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
04/22/2015 - 02/03/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 11/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/22/2015
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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