Unclaimed
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.
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.
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.
1
2
SC
04/24/2023 - Present
Jonestrading (Daniel Island SC)
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
Active
Inactive
F
FINRA
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