Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Venezia is a financial advisor currently registered with Schwab Wealth Advisory, Inc. Matthew has been in the industry since September 3, 2007. Matthew is registered with the state of Missouri, as an Investment Advisor Representative (IAR) and a Registered Representative. Matthew also holds the Series 3, 4, 7, 63, and 66 licenses. Matthew is a Certified Financial Planner™ and a Chartered Financial Analyst (CFA). Matthew has previously worked with TD Ameritrade, Inc. and Scottrade, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
MO
05/06/2022 - Present
Schwab Wealth Advisory, Inc. (ST LOUIS MO)
NE
03/29/2022 - 04/07/2022
TD AMERITRADE, INC. (OMAHA NE)
MO
09/19/2017 - 07/16/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
11/23/2007 - 03/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
06/12/2007 - 08/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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