Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kollmorgen is a financial advisor with Edward Jones, a firm based in St. Louis, MO. Matthew has been in the financial industry for over 14 years and has a strong track record of success. He holds a variety of licenses and certifications, including Series 7, Series 6, Series 63 and Series 66. Matthew is passionate about helping his clients achieve their financial goals. He provides a range of financial services, including financial planning, portfolio management, and retirement planning. Matthew is committed to providing his clients with personalized attention and guidance.
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
CO
06/28/2023 - Present
Edward Jones (LOUISVILLE CO)
CO
04/15/2020 - 07/14/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
05/10/2013 - 07/17/2019
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
CT
07/27/2007 - 04/17/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BOTH
Issued 03/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2007
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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