Unclaimed
Matthew Claus is a financial advisor in St. Louis, Missouri with over 13 years of experience in the industry. Matthew has a strong track record of success in helping clients achieve their financial goals. Matthew is registered as a securities agent in 27 states and an investment advisor representative in Missouri and Texas. Matthew has Series 7, 63 and 66 securities licenses and has passed the SIE exam. Matthew currently works for Thrivent Investment Management Inc., which specializes in providing financial planning and portfolio management for individuals, businesses, and institutions.
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.
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
02/03/2017 - Present
Thrivent Investment Management Inc. (St Louis MO)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Claus is the right advisor for you? Invested Better is here to help.