Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McConnell is a financial advisor with Charles Schwab & Co., Inc. based in Carmel, CA. Matthew has been in the financial industry since February 20, 1997. Matthew has a strong background in both broker-dealer and investment advisor services, having worked with American Century Investment Services Inc. and American Century Brokerage, Inc. prior to joining Charles Schwab. Matthew is a licensed representative in multiple states, and has a variety of experience in the financial industry. Matthew is dedicated to providing clients with tailored financial solutions, and can help with financial planning, investment advice, and referrals to other financial advisors.
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
CA
02/05/2021 - Present
Charles Schwab & CO., Inc. (Carmel CA)
CA
01/30/1997 - 07/16/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)
CA
01/07/2005 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (MOUNTAIN VIEW CA)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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