Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Barros is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since August 2017. Matthew has a Series 7, Series 66, and SIE license. Matthew is also a Certified Financial Planner (CFP®). Matthew is currently registered with the state of Nebraska and is also registered in 52 other states and jurisdictions. Prior to his current firm, Matthew was registered with TD AMERITRADE, INC. In addition to his current role with Charles Schwab & CO., Inc., Matthew is also registered with Charles Schwab Bank SSB.
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
02/04/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/15/2017 - 05/11/2024
TD AMERITRADE, INC. (Omaha NE)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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