Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gundersen is a financial advisor with Edward Jones, a firm with over 20,000 employees and approximately $10 billion - $50 billion in assets under management. Matthew has been in the financial services industry since April 2003 and has worked for several firms including Charles Schwab & Co., Inc., Royal Alliance Associates, Inc., and AIG Financial Advisors, Inc. Matthew is registered in 51 states and is licensed to sell securities in 51 states and investment advisory services in 2 states. Matthew specializes in providing financial planning, portfolio management, and selection of other advisors for individual and business clients.
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
AZ
01/16/2019 - Present
Edward Jones (Gilbert AZ)
AZ
07/14/2006 - 10/22/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
02/06/2004 - 02/22/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
02/06/2004 - 02/17/2006
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
02/06/2004 - 02/17/2006
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 01/09/2006
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/06/2004 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
02/06/2004 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
02/06/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
12/10/1999 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
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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