Unclaimed
Matthew Crowe is a financial advisor who has been in the industry since January 2014. Matthew Crowe is currently registered with Thrivent Investment Management Inc. and is active in both securities and investment advisory fields in Missouri. Matthew Crowe has worked with several firms in the past, including Wells Fargo Clearing Services, LLC, Crown Capital Securities, L.P., MML Investors Services, LLC, MSI Financial Services, Inc., AXA Advisors, LLC, Farmers Financial Solutions, LLC and Edward Jones. Matthew Crowe holds a Series 66, Series 7, and Series SIE license.
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.
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.
1
2
MO
07/01/2020 - Present
Thrivent Investment Management Inc. (St Louis MO)
MO
03/27/2019 - 01/21/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/08/2018 - 03/22/2019
CROWN CAPITAL SECURITIES, L.P. (Chesterfield MO)
MO
03/25/2017 - 10/17/2017
MML INVESTORS SERVICES, LLC (ST. LOUIS MO)
MO
02/28/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
09/03/2015 - 09/12/2016
AXA ADVISORS, LLC (CREVE COEUR MO)
MO
11/10/2014 - 08/21/2015
FARMERS FINANCIAL SOLUTIONS, LLC (St. Louis MO)
MO
01/29/2013 - 05/01/2014
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
MO
01/26/2012 - 10/24/2012
EDWARD JONES (BRENTWOOD MO)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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