Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Hentzen is a financial professional with over 20 years of experience in the securities industry. Matthew is currently registered with Charles Schwab & CO., Inc., and has held previous roles at OPTIONSXPRESS, INC. Matthew is registered as an Investment Advisor Representative in Colorado and holds multiple licenses and certifications, including Series 3, 4, 7, 9, 10, 34, 57, and 63. Matthew's areas of expertise include retail off-exchange forex and securities trading.
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
CO
11/07/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/23/2012 - 11/14/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
Series 4 - Registered Options Principal Examination
BC
Issued 06/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 57 - Securities Trader Exam
BC
Issued 07/09/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Hentzen is the right advisor for you? Invested Better is here to help.
