Unclaimed
Matthew Fielding Wampler is a registered representative of Edward Jones and has been in the securities industry since 2006. Matthew is registered with the state of Missouri, offering advisory services. Matthew has obtained the following licenses: Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66. Matthew specializes in working with high-net-worth individuals, corporations, and other businesses. Matthew also holds licenses to provide financial planning, pension consulting, and selection of other advisors.
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
02/29/2016 - Present
Edward Jones (SAINT PETERS MO)
BOTH
Issued 02/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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