Unclaimed
Matthew Armentrout is a financial advisor with Edward Jones. Matthew has been in the financial services industry since 2006 and has been with Edward Jones since 2013. Matthew holds a Series 7, Series 24 and Series 66 license and is also a Certified Financial Planner. Matthew specializes in retirement planning, college savings, estate planning, and insurance. Matthew is committed to providing his clients with personalized financial advice and guidance. Matthew is registered to provide advisory services in Alabama, Arizona, Arkansas, California, Florida, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, Mississippi, Missouri, New Jersey, New Mexico, Ohio, Oklahoma, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming.
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
IL
05/06/2022 - Present
Edward Jones (HIGHLAND IL)
MO
05/01/2006 - 08/06/2007
L.M. KOHN & COMPANY (SAINT LOUIS MO)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2006
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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