Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sutton is a financial advisor with Schwab Wealth Advisory, Inc., with over 5 years of experience in the financial industry. Matthew has a strong background in investments and financial planning, and is committed to providing personalized advice and guidance to help clients achieve their financial goals. Matthew has held previous roles at Robinhood Financial, LLC and Vanguard Marketing Corporation. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 66 licenses. Matthew holds the SIE designation. Matthew has a proven track record of success in helping clients reach their financial goals.
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.
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2
CA
08/31/2022 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
AZ
01/03/2022 - 05/10/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
03/05/2018 - 12/21/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 8/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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