Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harp is a financial advisor who has been in the industry since 2000. Matthew is currently registered with Raymond James & Associates, Inc. in St. Louis, MO and has a Series 63, Series 7 and Series 6TO licenses. Matthew has been registered with Edward Jones from 2008 to 2021. Matthew is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/04/2021 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
MO
05/12/2008 - 02/18/2021
EDWARD JONES (ST LOUIS MO)
IL
05/12/2006 - 05/12/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
05/30/2000 - 04/06/2006
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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