Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Knezel is an investment advisor representative with Charles Schwab & CO., Inc. Matthew has been in the securities industry since July 22, 2015. Matthew is registered with the state of Colorado as an Investment Advisor Representative and a Registered Representative. Matthew has passed the Series 7, Series 9, Series 10, Series 63 and Series 66 exams. Matthew is also registered with FINRA as a Registered Representative. Matthew has been with Charles Schwab & CO., Inc. since March 2016. Matthew has previously worked at Mile High Delivers, Lyft and Charles Schwab & CO., Inc.. Matthew has a specialization in 1) Portfolio management for individuals and 4) Financial planning. Matthew is also a driver for Uber. Matthew is a resident of Lone Tree, Colorado.
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
1
2
CO
06/08/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
05/24/2011 - 03/19/2012
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 06/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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