Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gunther is a financial advisor who has been in the industry since 2010. Matthew is currently registered with Edward Jones in Wexford, PA. Matthew previously worked for Citizens Securities, Inc. in Slippery Rock, PA and Ivy Distributors, Inc. in Overland Park, KS. Matthew holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Matthew specializes in retirement planning, insurance, college savings, and estate planning. Matthew provides financial planning services for individuals, businesses and non-profits.
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
PA
11/20/2020 - Present
Edward Jones (WEXFORD PA)
PA
10/16/2017 - 11/23/2020
CITIZENS SECURITIES, INC. (SLIPPERY ROCK PA)
KS
10/05/2010 - 06/19/2017
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/05/2010 - 06/19/2017
WADDELL & REED (OVERLAND PARK KS)
IL
01/20/2010 - 06/17/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2010
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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