Unclaimed
Matthew E. Howe is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Matthew is a Series 7 and Series 66 licensed professional with extensive experience in the financial services industry. Matthew's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Matthew currently works out of the Edward Jones office located in Palm Springs, California.
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
CA
10/17/2024 - Present
Edward Jones (PALM SPRINGS CA)
BC
Issued 08/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Howe is the right advisor for you? Invested Better is here to help.