Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Toelke is a financial advisor with over 8 years of experience in the industry. Matthew is currently registered with Excelsior Wealth Management LLC in Denver, CO and Chicago, IL. Prior to this, Matthew worked at Paychex Securities Corporation in Denver, CO, E*TRADE Securities LLC in Centennial, CO and Charles Schwab & Co., Inc. in Lone Tree, CO. Matthew holds the Series 7, Series 66, Series 9, Series 10 and SIE licenses and is a licensed Investment Advisor Representative in Colorado. Matthew specializes in financial planning and portfolio management for individuals. He also provides advisory services to high-net-worth individuals and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
08/20/2024 - Present
Excelsior Wealth Management LLC (Denver CO)
CO
11/20/2020 - 05/03/2024
PAYCHEX SECURITIES CORPORATION (DENVER CO)
CO
01/31/2020 - 11/19/2020
E*TRADE SECURITIES LLC (Centennial CO)
CO
10/30/2015 - 08/27/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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