Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Culver is a financial advisor with Oppenheimer & Co. Inc. located in Dallas, TX. Matthew has over 5 years of experience in the financial services industry. He is licensed to provide investment advice in Texas and New York. Matthew holds the Series 7, Series 63, Series 66 and Series 79TO licenses, and the SIE exam. Matthew has worked at Robert W. Baird & Co. Incorporated and currently works at Oppenheimer & Co. Inc. Oppenheimer & Co. Inc. is a large firm with over $1 billion - $10 billion in assets under management and over 1756 registered representatives. They provide financial planning, portfolio management, and other investment advisory 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/30/2023 - Present
Oppenheimer & Co. Inc. (DALLAS TX)
CA
01/12/2018 - 12/08/2020
ROBERT W. BAIRD & CO. INCORPORATED (ROSEVILLE CA)
BC
Issued 10/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Culver is the right advisor for you? Invested Better is here to help.
