Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blevins is an Investment Advisor Representative at Edward Jones. He has been in the industry since April 2009. His firm, Edward Jones, has been serving clients since 1922, and has approximately $10 billion to $50 billion of regulatory assets under management. Matthew is a Series 6, 7, 63, and 66 licensed investment advisor and has been registered in 20 states. He is also licensed to sell insurance in Alabama. Matthew is dedicated to providing financial guidance and investment advice to individuals and families in Fairhope, AL, and the surrounding areas. He specializes in retirement planning, college savings, and estate planning. Matthew is passionate about helping his clients achieve their financial goals.
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
AL
01/18/2019 - Present
Edward Jones (FAIRHOPE AL)
IL
04/07/2009 - 04/29/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2009
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
Not sure Matthew Blevins is the right advisor for you? Invested Better is here to help.
