Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Clapp is a registered investment advisor representative with SB Advisory, LLC. Matthew has been in the securities industry since 2005. Matthew has passed the Series 63, Series 66, Series 7 and SIE exams. Matthew is registered in North Dakota and Texas. Matthew's previous employer was Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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ND
08/23/2024 - Present
SB Advisory, LLC (Grafton ND)
ND
06/07/2005 - 07/26/2024
EDWARD JONES (GRAFTON ND)
BOTH
Issued 09/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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