Unclaimed
Matthew Muckler is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Matthew has been in the industry since December 2005. Matthew holds FINRA Series 7, 24, 63 and 66 registrations. Matthew has 2 state exam, 2 product exam, and 2 principal exams. Matthew is also a licensed investment advisor in Missouri. Matthew provides portfolio management services to individuals, businesses and pension plans, as well as financial planning. Matthew can be reached at Benjamin F. Edwards & Company, Inc. in St. Louis, MO.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MO
08/13/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
07/19/2011 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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