Unclaimed
Matthew Arnold is a financial advisor at Edward Jones, specializing in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Matthew holds the Series 7, Series 24, Series 63, and Series 87 licenses and is a Chartered Financial Analyst. He joined Edward Jones in June 2000, has 23 years of experience in the financial industry, and is registered in Illinois and Missouri.
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
10/10/2024 - Present
Edward Jones (ST. LOUIS MO)
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/20/2001
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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