Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Liegl is a financial advisor currently registered with Vanguard Advisers, Inc. Matthew has been in the financial industry since 2010 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Matthew holds Series 7, 6, 26, 52, 53, and 66 licenses. In addition, Matthew is registered as an investment advisor representative in Colorado, North Carolina, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/17/2021 - Present
Vanguard Advisers, Inc. (Plano TX)
IL
09/02/2021 - 11/22/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
07/29/2011 - 06/12/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
CO
06/27/2008 - 01/12/2011
EDWARD JONES (DENVER CO)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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