Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathews? Claim Your ProfileMathews Wilkinson is a financial advisor with a long history in the industry, beginning in 1993. Mathews currently works with USAA Investment Services Co. Mathews has extensive experience in a number of investment areas, including various securities products, as well as financial planning.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
04/19/2022 - Present
Usaa Investment Services Co. (NEW BRAUNFELS TX)
TX
03/17/2017 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/23/2010 - 04/27/2016
WEDBUSH SECURITIES INC. (DALLAS TX)
TX
10/05/2009 - 04/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
06/30/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
TX
07/10/2006 - 01/09/2007
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
TX
08/07/2003 - 07/14/2006
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
09/27/2000 - 01/24/2003
COMPLETE TRADE (AUSTIN TX)
TX
07/19/1999 - 01/02/2001
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
06/09/1995 - 09/26/1997
CORNERSTONE SECURITIES CORPORATION (AUSTIN TX)
NJ
10/29/1993 - 05/11/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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