Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zadock Williams is a financial advisor registered with Edward Jones. Matthew has been in the industry since March 12, 1997, and has worked with several firms including U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., FIRST ALLIED SECURITIES, INC., and SII INVESTMENTS, INC. Matthew is licensed in a number of states and is a Series 63, Series 65, Series 66, and Series 7 licensed representative. In addition to his financial advisory work, Matthew is also involved in several other business ventures, including real estate and farming.
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
MO
12/18/2018 - Present
Edward Jones (ROLLA MO)
MO
12/01/2001 - 03/23/2015
U.S. BANCORP INVESTMENTS, INC. (CAMDENTON MO)
NJ
12/01/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
CA
12/12/1997 - 01/08/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WI
03/13/1997 - 12/31/1997
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 03/28/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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