Unclaimed
Matthew David Schumann is a financial advisor currently registered with Open To The Public Investing, Inc.. Previously, Matthew David Schumann was registered with ROBINHOOD FINANCIAL, LLC, WEALTHFRONT BROKERAGE LLC, and NATIONAL SECURITIES CORPORATION. Matthew David Schumann has 3 years of experience in the financial services industry.
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.
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.
1
2
NY
05/24/2024 - Present
Open TO THE Public Investing, Inc. (NEW YORK NY)
CO
12/07/2023 - 05/23/2024
ROBINHOOD FINANCIAL, LLC (Denver CO)
CA
03/15/2023 - 07/11/2023
WEALTHFRONT BROKERAGE LLC (PALO ALTO CA)
CO
01/04/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
NY
09/11/2019 - 01/08/2020
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2020
Series 3 - National Commodity Futures Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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