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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wiltse-hiatt is a financial advisor registered with Edward Jones. Matthew Wiltse-hiatt has been in the industry since 2008. Matthew Wiltse-hiatt has a Series 6, Series 7, Series 63 and Series 66 securities licenses as well as a state IA license. Matthew Wiltse-hiatt is licensed in Oregon, Idaho, Washington, Colorado, Nevada, California, Virginia, Tennessee, Texas, and has a resident IA license in Texas. Matthew Wiltse-hiatt has been an advisor at Edward Jones since 2014. Prior to that, Matthew Wiltse-hiatt was an advisor at Allstate Financial Services and Country Capital Management.
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
11/26/2014 - Present
Edward Jones (LONGVIEW WA)
WA
04/06/2009 - 07/08/2014
ALLSTATE FINANCIAL SERVICES, LLC (LONGVIEW WA)
WA
01/30/2008 - 09/04/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (LONGVIEW WA)
BOTH
Issued 09/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2008
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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