Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cox is a financial professional with over 14 years of experience in the financial services industry. Matthew is currently registered with Charles Schwab & Co., Inc. and has been in this role since May 2020. Previously, Matthew was registered with USAA Investment Management Company, USAA Financial Advisors, Inc., and Princor Financial Services Corporation. Matthew is a registered representative and investment advisor representative and holds several securities licenses. Matthew is also a RearCommodore at Bayport Yacht Club.
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
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2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/15/2018 - 05/24/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
FL
10/06/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
AZ
01/02/2008 - 09/20/2010
PRINCOR FINANCIAL SERVICES CORPORATION (TUSCON AZ)
BOTH
Issued 09/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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