Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Fred Shmatko is a financial advisor with Edward Jones. Steve is registered with FINRA and has been in the industry since 1995. Steve has a Series 6, 7 and 63 licenses, as well as the SIE exam. Steve has been with Edward Jones since 2003. Steve has a strong track record of providing financial advice and investment management to individuals, families, and businesses. Steve also provides financial planning services. Steve's clients appreciate his commitment to providing personalized service and his ability to help them reach their financial goals. Steve is dedicated to helping clients reach 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
AZ
03/09/2019 - Present
Edward Jones (SUN CITY AZ)
GA
09/05/1995 - 03/30/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
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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