Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bien is a financial advisor with over 27 years of experience in the financial services industry. Matthew is currently registered with Charles Schwab & Co., Inc. in Indianapolis, Indiana. Matthew has a diverse background in the industry, having held previous positions at TD Waterhouse Investor Services, Inc. and Edward D. Jones & Co., L.P. Matthew holds multiple securities licenses, including Series 7, 6, 63, 66, 9, 10, and SIE, demonstrating a commitment to professional development. Matthew's expertise includes financial planning, investment management, and selection of other advisors.
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
1
2
IN
01/04/2008 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
OH
05/03/2006 - 04/04/2007
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
NE
09/20/1993 - 07/07/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MO
11/30/1992 - 08/05/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NJ
08/01/1991 - 10/17/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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