Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel Daugherty is a financial advisor with over 11 years of experience in the financial services industry. Matthew currently works at Tiaa-Cref Individual & Institutional Services, LLC in Frisco, Texas. Prior to joining Tiaa-Cref, Matthew was employed at TD Ameritrade, Inc. in Fort Worth, Texas. Matthew is licensed to provide financial services in Texas and holds a Series 63, SIE and Series 7 license. Matthew specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/30/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
02/17/2015 - 12/27/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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