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Matthew Stephens Cost

Franklin Distributors, LLC

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About Matthew Stephens Cost

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..

Firm Information

Matthew Cost is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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 Cost’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Stephens Cost.
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