Unclaimed
Matthew Cost is a financial advisor with over 27 years of experience in the industry. Matthew currently works at Franklin Distributors, LLC and is registered with FINRA and 53 state securities authorities. Matthew has passed the Series 6, 7, 24, 63, and SIE exams and is also a Series 99TO Operations Professional. In addition to experience at Franklin Distributors, LLC, Matthew previously worked at PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP and FRANKLIN TEMPLETON FINANCIAL SERVICES CORP..
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
CA
08/01/2020 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (San Mateo CA)
CA
04/30/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
08/25/1995 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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