Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Francis Pfeifer is an Investment Advisor Representative at Edward Jones. Matthew has been in the financial services industry since 2021 and has a total of 2 years of experience. Matthew holds Series 63, 66 and SIE licenses, and is registered in 17 states. The states include Arizona, Colorado, Georgia, Iowa, Massachusetts, Minnesota, Missouri, Nebraska, New York, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Dakota, Texas. Matthew has worked with Edward Jones since September 2022, and before that worked at TD Ameritrade. Matthew is a licensed broker, and has experience with the following types of clients: high-net-worth individuals, individuals other than high-net-worth, corporations, charitable organizations, partnerships, investment clubs, and limited liability companies.
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
NE
02/09/2023 - Present
Edward Jones (LINCOLN NE)
NE
09/10/2021 - 05/21/2022
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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