Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Koth is a registered representative and investment advisor representative with Raymond James & Associates, Inc. Matthew has been in the financial services industry since 2010. Previously, Matthew worked at JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Matthew currently holds registrations in Colorado and Texas. Matthew's expertise lies in helping both individuals and businesses with their financial planning needs. Matthew is also able to provide portfolio management services.
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.
Please see note in schedule d - miscellaneous
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
CO
06/07/2019 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
03/07/2016 - 06/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOULDER CO)
WI
10/01/2012 - 02/23/2016
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
CO
06/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE CO)
MO
09/28/2009 - 02/01/2010
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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