Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew T. Sawan is an Investment Advisor Representative at Edward Jones. Matthew has been in the financial services industry for over 23 years. Matthew earned his Series 6, 7, 63, 65, 66, 24, 26, and 51 securities licenses, as well as his SIE exam. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Matthew also offers pension consulting. Matthew is a registered Investment Advisor Representative in Texas and Washington. Matthew has previous experience with Prudential Annuities Distributors, Inc., AIG Capital Services, Inc., ProEquities, Inc., OneAmerica Securities, Inc., Ameritas Investment Corp., Allstate Financial Services, LLC, Farmers Financial Solutions, LLC, Washington Square Securities, Inc., Pruco Securities Corporation, Illinois Mutual, Futurity First, AAA of Washington Insurance Agency, and SAYRUS EQUITY SERVICES, LLC. Matthew's office is located in SILVERDALE, WA and is affiliated with Edward Jones.
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
WA
10/30/2023 - Present
Edward Jones (SILVERDALE WA)
CT
07/05/2023 - 10/04/2023
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CT
02/25/2021 - 07/05/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
03/06/2019 - 02/04/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
WA
12/04/2015 - 09/26/2017
PROEQUITIES, INC. (FEDERAL WAY WA)
IN
12/06/2013 - 02/05/2014
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NE
02/14/2012 - 08/12/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
01/31/2008 - 01/12/2012
ALLSTATE FINANCIAL SERVICES, LLC (BOTHELL WA)
WA
01/17/2001 - 12/31/2007
FARMERS FINANCIAL SOLUTIONS, LLC (TACOMA WA)
CT
07/30/1997 - 12/18/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
08/24/1994 - 08/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/27/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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