Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sheffield is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives nationwide. He is registered to provide investment advice in Colorado and Texas. Matthew has a strong track record of helping individuals and families achieve their financial goals. He is committed to building long-term relationships with clients, and his approach is tailored to meet their individual needs. Matthew has a deep understanding of the financial markets, and he is committed to providing his clients with the highest level of service and advice.
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.
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.
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.
See schedule d - miscellaneous
1
2
CO
03/01/2023 - Present
Edward Jones (GREELEY CO)
RI
10/03/2011 - 11/28/2022
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
TX
11/04/2010 - 09/21/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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