Unclaimed
Matthew Jankes is a registered investment advisor representative with Vanguard Advisers, Inc. and is located in Scottsdale, Arizona. Matthew has over 1 year of experience in the industry. Matthew has passed the Series 7TO, SIE, and Series 66 exams. Matthew has been registered with the state of Arizona and Texas. Prior to working for Vanguard Advisers, Inc., Matthew was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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2
AZ
10/05/2020 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
CA
07/03/2019 - 02/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
BOTH
Issued 08/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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