Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schmidt is a financial advisor with Parallel Advisors, LLC. Matthew holds the Series 65 license and is a Chartered Financial Analyst. Matthew's professional experience includes roles at Violich Capital Management and Parallel Advisors, LLC. Matthew specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
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.
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CA
09/18/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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