Unclaimed
Matthew Myre is an Investment Advisor Representative at Edward Jones. Matthew has been in the securities industry for over 40 years. Matthew's current firm is Edward Jones, but he was previously registered with Richard B. Vance & Company. Matthew holds licenses in 40 states and holds Series 63, 66, 24, and 7 licenses. Matthew has several designations including, Specializations: "1", "2", "4", "5", "6". Matthew has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
IL
12/12/2018 - Present
Edward Jones (SYCAMORE IL)
NA
11/27/1978 - 07/25/1979
RICHARD B. VANCE & COMPANY
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
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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