Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Akers is a financial advisor with Schwab Wealth Advisory, Inc. in INDIANAPOLIS, IN. Matthew has been in the industry since 2009 and is registered in 51 states. Matthew is a Series 66, Series 7 and SIE licensed advisor. Matthew has experience with PNC Bank, N.A. and CUNA BROKERAGE SERVICES, INC.
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.
1
2
IN
01/05/2022 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
IL
05/19/2020 - 04/29/2021
CUNA BROKERAGE SERVICES, INC. (GURNEE IL)
IN
05/16/2018 - 05/07/2020
LPL FINANCIAL LLC (MITCHELL IN)
IN
01/05/2015 - 05/10/2018
CUNA BROKERAGE SERVICES, INC. (Bloomington IN)
IN
07/11/2011 - 12/16/2014
PNC INVESTMENTS (ST. CARMEL IN)
IN
01/06/2009 - 01/14/2011
EDWARD JONES (CARMEL IN)
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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