Unclaimed
Matthew Coleman Jenkins is a financial advisor with Stifel, Nicolaus & Company, Inc., based in St. Louis, Missouri. Matthew has been in the industry since March 2017. Matthew holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Matthew offers a range of services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Matthew is also a Registered Representative for Stifel, Nicolaus & Company, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/21/2022 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
06/17/2019 - 01/19/2021
CETERA INVESTMENT SERVICES LLC (BALLWIN MO)
MO
05/07/2018 - 06/07/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
02/26/2018 - 05/12/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/21/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
06/25/2015 - 06/22/2016
U.S. BANCORP INVESTMENTS, INC. (BLUE SPRINGS MO)
IA
Issued 09/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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