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Matthew Ryan Erdner

Jonestrading

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About Matthew Ryan Erdner

Matthew Erdner is a registered representative with Jonestrading. Matthew has been in the securities industry since April 23, 2023. He holds the Series 63, Series 86, Series 87 and SIE licenses. Matthew is registered in New York and South Carolina.

Firm Information

Matthew Erdner is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Erdner’s Registration & Firm History

SC

04/24/2023 - Present

Jonestrading (Daniel Island SC)

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Licenses & Designations

BC

Issued 02/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2023

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 04/25/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Ryan Erdner.
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