Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kalman Magdich is an investment advisor representative with Schwab Wealth Advisory, Inc. Matthew is also registered as an investment advisor representative in Texas. Matthew has been in the financial services industry since December 2005. Prior to joining Schwab Wealth Advisory, Inc., Matthew worked at Sunset Financial Services, Inc. and Wells Fargo Investments, LLC. Matthew has a Series 7 and Series 66 securities license and a SIE exam. Matthew has been registered as an investment advisor representative with Schwab Wealth Advisory, Inc. since January 2019. Matthew is registered in 28 states. Matthew can provide financial planning and portfolio management services for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
05/08/2007 - 03/04/2008
SUNSET FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/21/2005 - 04/02/2007
WELLS FARGO INVESTMENTS, LLC (FORT WAYNE IN)
BOTH
Issued 9/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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