Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Greer is an investment advisor representative with The Mather Group, LLC. Matthew is a Certified Financial Planner and has been in the industry for over 12 years. Matthew's experience includes working at various firms, including Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and MML Investors Services, Inc. Matthew is registered with the state of Texas and Illinois.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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2
IL
01/11/2022 - Present
THE Mather Group, LLC (CHICAGO IL)
TX
05/23/2020 - 01/10/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
04/22/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/18/2013 - 04/09/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/06/2010 - 07/08/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/04/2007 - 10/29/2007
MML INVESTORS SERVICES, INC. (ADDISON TX)
BC
Issued 08/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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