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 Watson is a financial advisor with over 27 years of experience in the financial services industry. Matthew currently works for Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Previously, Matthew worked for several other financial firms, including The Huntington Investment Company, Huntington Capital Corp., Stifel, Nicolaus & Company, Incorporated, Fifth Third/The Ohio Company, and American Express Financial Advisors Inc. Matthew is licensed to conduct business in several states across the United States, including Ohio, Texas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, Wisconsin, and Wyoming.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
01/11/2022 - Present
Charles Schwab & CO., Inc. (Columbus OH)
OH
07/15/2005 - 04/05/2017
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
OH
09/09/2002 - 07/15/2005
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
MO
02/26/1999 - 09/03/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
01/26/1996 - 03/01/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MN
12/07/1993 - 02/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/1993 - 02/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 08/25/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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