Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Phillip Idlett is a financial advisor with over 22 years of experience in the financial services industry. Matthew is a registered representative and investment advisor representative. Matthew has been with Edward Jones since July 2005. Prior to that, Matthew worked at VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY. Matthew holds the Series 6, 7, 63 and 65 licenses and the SIE designation. Matthew is currently registered to provide securities and investment advisory services in Alabama, Alaska, Arkansas, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Wisconsin.
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
KY
01/04/2019 - Present
Edward Jones (BOWLING GREEN KY)
TX
08/30/2001 - 07/26/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/30/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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