Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schroeder is a financial advisor with Stifel Independent Advisors, LLC. Matthew has been in the financial industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Matthew has worked with Edward Jones and Merrill Lynch prior to joining Stifel Independent Advisors. Matthew is registered in multiple states and holds active licenses in both Illinois and Texas. Matthew serves a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Matthew has a diverse background and is actively involved in the community.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
06/30/2023 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
IL
05/04/2018 - 03/17/2023
EDWARD JONES (MASCOUTAH IL)
IL
09/08/2014 - 05/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)
BOTH
Issued 10/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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