Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Simmons is a financial advisor at Charles Schwab & CO., Inc. in Alpharetta, Georgia. Matthew has been in the financial services industry since 2005 and has a broad range of experience in the field. He is a Registered Representative and a licensed Investment Advisor Representative. Matthew has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66), and the General Securities Principal Examination (Series 24). Matthew is also a Certified Financial Planner. Matthew has previously worked at TD AMERITRADE, INC. and SCOTTRADE, INC. In addition to providing investment advice, Matthew also offers financial planning services.
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
1
2
GA
03/22/2022 - Present
Charles Schwab & CO., Inc. (Alpharetta GA)
GA
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Alpharetta GA)
GA
06/22/2005 - 02/26/2018
SCOTTRADE, INC. (DULUTH GA)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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