Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Zane Matter is an active investment advisor representative for Edward Jones, based in West Sacramento, California. Scott has been in the industry since 2015 and has a strong track record of providing financial advice to individuals, families, and businesses. Scott is a Certified Financial Planner™ and is registered to provide investment advice in multiple states. Scott has experience in a variety of financial planning areas, including retirement planning, college savings, estate planning, and insurance. Scott is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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
CA
01/05/2022 - Present
Edward Jones (W SACRAMENTO CA)
CA
08/18/2015 - 12/18/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ALVISO CA)
BOTH
Issued 02/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2015
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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