Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bassman is a financial advisor with Edward Jones. Matthew has been in the industry since September 7, 2016, and has worked at Edward Jones since March 2019. Prior to joining Edward Jones, Matthew worked at VALIC Financial Advisors, Inc., TD Ameritrade, Inc. and Farmers Financial Solutions, LLC. Matthew is licensed to provide investment advice in Arkansas, Massachusetts, Missouri, and Utah.
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
MO
08/20/2019 - Present
Edward Jones (ST LOUIS MO)
MO
11/13/2018 - 02/28/2019
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
MO
01/02/2018 - 08/03/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
12/16/2005 - 08/02/2007
FARMERS FINANCIAL SOLUTIONS, LLC (ST PETERS MO)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2005
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
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