Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harmon is a financial advisor who has been in the industry since February 4, 2015. Currently, Matthew Harmon is registered with Edward Jones and previously was registered with TD Ameritrade and Scottrade. Matthew Harmon offers financial planning, portfolio management for individuals and businesses 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
06/08/2022 - Present
Edward Jones (ST LOUIS MO)
MO
09/19/2017 - 01/07/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
02/03/2015 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 06/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/21/2018
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/2015
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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