Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Duffey is a financial advisor with over 2 years of experience in the industry. Matthew is currently registered with Charles Schwab & CO., Inc. and Schwab Wealth Advisory, Inc. Matthew holds Series 66, Series 7TO and SIE licenses and is registered to conduct business in 51 states and the District of Columbia. Matthew has a diverse background with experience in various industries including financial services, education, and hospitality. Matthew's experience in various industries allows him to connect with clients and understand their unique needs.
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
IL
01/02/2025 - Present
Charles Schwab & CO., Inc. (Chicago IL)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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