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William Matis is a financial advisor professional located in Franklin, IN. They specialize in financial advisory. With over 9 years of experience, they bring deep expertise to every client.
William Matis - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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William Matis is a financial advisor at Edward Jones in Franklin, Indiana, with nine years of experience in the financial services industry. He holds a FINRA CRD license (number 6714085), which authorizes him to provide investment and financial advisory services. Matis works with clients on financial planning and investment management through Edward Jones's established framework and compliance standards.
William Matis's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means he has passed required examinations and background checks, and his activities are subject to FINRA rules and SEC oversight. A FINRA-registered advisor is authorized to buy and sell securities and provide investment advice to clients, with all transactions and recommendations documented and monitored for compliance with industry standards.