Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dawson is a financial advisor who has been in the industry since February 12, 2019. Matthew is currently registered with Edward Jones and is licensed in several states. Before joining Edward Jones, Matthew was a financial advisor with Pruco Securities, LLC in Pennsylvania. Matthew is committed to providing personalized financial advice to individuals and families. He is a Series 6, 7, 63 and 65 licensed professional and has a SIE designation. Matthew is also a co-owner of The Beach Cleaning Company, LLC, a cleaning business in Myrtle Beach, South Carolina.
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
SC
04/09/2024 - Present
Edward Jones (GEORGETOWN SC)
PA
07/12/2018 - 02/02/2023
PRUCO SECURITIES, LLC. (CAMP HILL PA)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
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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