Unclaimed
Matthew Gorton is an investment advisor representative who has been working in the industry since 2008. Matthew has a strong background in financial planning and portfolio management. Matthew is registered with Edward Jones and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Matthew has been affiliated with Edward Jones since 2023 and previously worked with U.S. Bancorp Investments, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is committed to providing personalized financial advice and helping 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
IL
06/07/2023 - Present
Edward Jones (ALTON IL)
MO
11/22/2022 - 06/22/2023
U.S. BANCORP INVESTMENTS, INC. (CLAYTON MO)
IL
08/08/2022 - 10/17/2022
EDWARD JONES (CARLYLE IL)
IL
02/14/2014 - 08/15/2022
LPL FINANCIAL LLC (EDWARDSVILLE IL)
MO
04/05/2012 - 02/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST LOUIS MO)
MO
03/17/2008 - 03/28/2012
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
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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