Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel is a registered representative with Thompson Davis & Co., Inc., who has been in the industry since 2003. Matthew is currently registered with both the Financial Industry Regulatory Authority (FINRA) and the State of Florida. Matthew has a total of 3 approved state registrations, including Virginia and Florida, and is licensed to provide both securities and investment advisory services. In addition to being registered with Thompson Davis & Co., Inc., Matthew has previously worked at RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and BRANCH, CABELL & CO., INC. Matthew has passed the Series 66, Series 7, and SIE exams. Matthew holds both a Broker-Dealer and Investment Adviser license.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
10/15/2008 - Present
Thompson Davis & CO., Inc. (RICHMOND VA)
VA
07/11/2002 - 05/24/2006
THOMPSON DAVIS & CO., INC. (RICHMOND VA)
NY
03/09/2002 - 07/11/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
11/07/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
BOTH
Issued 10/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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