Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mcgruder is an Investment Advisor Representative and a Registered Representative for Charles Schwab & Co., Inc.. He is active in both Broker-Dealer and Investment Adviser capacities. Matthew Mcgruder has been in the securities industry since September 11, 2000. His experience includes working with TD Ameritrade, Inc., TD Ameritrade Clearing, Inc. and Kirlin Securities Inc.. He holds Series 4, 7, 9, 10, 24, 63, and 65 licenses and has passed the SIE exam. Matthew Mcgruder is registered to offer investment advice and sell securities in California and Florida.
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
NE
09/09/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
CA
12/21/2000 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
02/04/2013 - 01/29/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NY
06/19/2000 - 09/26/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
IA
Issued 8/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/2/2006
Series 24 - General Securities Principal Examination
BC
Issued 6/24/2004
Series 4 - Registered Options Principal Examination
BC
Issued 3/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/5/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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