Daniel MatterCRD Number: 5968893
Current Firm: Commerce Brokerage Services, Inc.
Daniel Matter (CRD# 5968893) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Commerce Brokerage Services, Inc.||St. Louis, MO||Jul 2011 - Current||5|
|Commerce Bank||Florissant, MO||Oct 2005 - Aug 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management346MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$152,043
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, KS, MO, NM, OK, TX