Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Preddy is a financial advisor at Robert W. Baird & Co. Inc. Matthew is a registered Investment Advisor in Virginia and Texas. Matthew has been a financial advisor for over 20 years and has held prior roles at EF Legacy Securities, LLC, Sanders Morris Harris LLC, TD Ameritrade, Inc., UBS Financial Services Inc., and Waddell & Reed, Inc. Matthew earned his Series 66, Series 7, and SIE licenses. Matthew specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
10/03/2024 - Present
Robert W. Baird & Co. Inc. (Glen Allen VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
09/15/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
VA
08/16/2007 - 08/19/2014
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
04/28/2006 - 08/29/2007
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
07/27/2004 - 04/26/2006
WADDELL & REED, INC. (RICHMOND VA)
BOTH
Issued 08/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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