Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Watson is a financial advisor registered with Charles Schwab & Co., Inc. Matthew has been in the financial services industry since 1994. Matthew has passed multiple securities exams including the Series 63, Series 65, Series 66, Series 7, Series 9, Series 10, Series 24, Series 27, Series 52, Series 53, Series 99, and the SIE. Prior to joining Charles Schwab, Matthew was a financial advisor with The Huntington Investment Company. Matthew is registered in several states including Ohio, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, Wisconsin, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
01/11/2022 - Present
Charles Schwab & CO., Inc. (Columbus OH)
OH
07/15/2005 - 04/05/2017
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
OH
09/09/2002 - 07/15/2005
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
MO
02/26/1999 - 09/03/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
01/26/1996 - 03/01/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MN
12/07/1993 - 02/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/1993 - 02/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/5/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 8/25/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 3/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 4/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/9/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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Nasdaq Stock Market
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