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Mathieu Spence Godin

Charles Schwab & CO., Inc.

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About Mathieu Spence Godin

Mathieu Spence Godin is a financial advisor registered with Charles Schwab & CO., Inc. Mathieu has been in the financial services industry since 2016. Mathieu is registered with the following securities regulators: FINRA, North Carolina, and Virginia. Mathieu holds Series 7 and 63 licenses. Mathieu has been a registered representative with Charles Schwab & CO., Inc. since July 2019. Before joining Charles Schwab & CO., Inc., Mathieu was employed with UBS Financial Services, PNC Investments, and AXA ADVISORS, LLC.

Firm Information

Mathieu Godin is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mathieu Godin’s Registration & Firm History

VA

04/29/2021 - Present

Charles Schwab & CO., Inc. (Glen Allen VA)

NC

11/09/2018 - 07/05/2019

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

04/04/2018 - 11/01/2018

PNC INVESTMENTS (CHARLOTTE NC)

NC

03/01/2016 - 04/02/2018

AXA ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mathieu Spence Godin.
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