Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lindley is a financial advisor with Edward Jones, working out of the Webster Groves, MO branch office. Matthew has 20 years of experience in the financial industry and is a Registered Representative and Investment Advisor Representative. Matthew has a strong background in providing financial planning, portfolio management, and retirement planning services to individuals and families. Matthew has been licensed with Edward Jones since 2016, previously working with Scottrade, Wells Fargo Advisors, and Commonwealth Financial Network.
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
11/25/2016 - Present
Edward Jones (Webster Groves MO)
MO
11/03/2014 - 11/25/2016
SCOTTRADE, INC. (ST LOUIS MO)
MO
09/26/2013 - 10/27/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/13/2012 - 09/26/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
OR
01/03/2011 - 07/17/2012
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
07/02/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEND OR)
MA
05/30/2006 - 05/11/2007
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
SC
03/03/2005 - 09/30/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
09/04/2003 - 11/03/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
07/30/2002 - 04/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2002
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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