Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Hollosy is a financial advisor with Charles Schwab & Co., Inc. in Austin, Texas. Matthew has been in the industry since 2007. Matthew is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Matthew is registered with FINRA and the states of Florida and Texas. Matthew has been registered with Charles Schwab & Co., Inc. since 2020. Previously, Matthew was registered with USAA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP. Matthew's previous registrations include states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, 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
TX
01/04/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
FL
08/19/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MA
07/13/2007 - 07/22/2011
INVESTORS CAPITAL CORP. (FRANKLIN MA)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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