Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bral is an Investment Advisor Representative with Commonwealth Financial Network and has been working in the financial services industry since 2004. Matthew is licensed to provide financial advice in 29 states and the District of Columbia. Matthew has a Series 7, Series 31, and Series 63 license and is a Chartered Financial Analyst. Matthew has previously held positions at Principal Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and William Blair & Company L.L.C.. Matthew specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
08/09/2022 - Present
Commonwealth Financial Network (West Des Moines IA)
IA
08/27/2010 - 08/17/2022
PRINCIPAL SECURITIES, INC. (WEST DES MOINES IA)
IA
06/01/2009 - 08/27/2010
MORGAN STANLEY SMITH BARNEY (DES MOINES IA)
IA
11/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DES MOINES IA)
IL
07/07/2004 - 09/14/2004
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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