Unclaimed
Matthew McMaster Gaude has been in the financial services industry since March 16, 2000. Matthew is currently registered with CWM, LLC in Milton, GA and Omaha, NE. Matthew has a wide range of experience working with individual clients as well as corporations, businesses and retirement plans. Matthew is also registered with the states of Alabama, Arizona, Florida, Georgia, Montana, New Mexico, North Carolina, Pennsylvania, South Carolina, and Texas. In addition to his financial services activities, Matthew also provides insurance services and products.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
GA
10/04/2024 - Present
CWM, LLC (Milton GA)
GA
03/09/2001 - 12/31/2015
FSC SECURITIES CORPORATION (ROSWELL GA)
GA
04/02/2002 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
10/16/2000 - 03/08/2001
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
CA
03/10/2000 - 10/11/2000
E-INVEST, INC. (SAN FRANCISCO CA)
BOTH
Issued 04/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/2001
Series 4 - Registered Options Principal Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/11/1997
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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