Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wunder is a registered representative of RBC Capital Markets, LLC with over 15 years of experience in the financial services industry. Matthew's previous experience includes positions with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Matthew has a broad range of experience in providing investment advice and financial planning services to individuals, corporations, and institutions. Matthew holds the Series 3, 7, 9, 10, and 66 licenses and the SIE. Matthew's clients are located in Virginia, Texas, and the Virgin Islands.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
VA
08/14/2017 - Present
RBC Capital Markets, LLC (Vienna VA)
DC
12/04/2015 - 08/03/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WASHINGTON DC)
DC
07/16/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
12/19/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 04/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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