Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McMichael is a financial advisor who has been in the industry since April 25, 2000. Matthew is currently registered with Charles Schwab & Co., Inc. and is licensed in 53 states and the District of Columbia. Matthew has been with Charles Schwab & Co., Inc. since September 1999. Prior to that, Matthew was employed with OPTIONSXPRESS, INC. from September 2011 to November 2017. Matthew is a registered representative of Charles Schwab & Co., Inc. and is also a registered investment advisor representative in the state of Indiana. Matthew holds a variety of licenses and certifications, including the Series 3, 4, 7, 9, 10, 34, 57, 63, and 66. Matthew specializes in providing financial advice and investment management services to individuals and families. Matthew also provides financial planning services to individuals, families, and businesses.
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
IN
12/18/2014 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
09/02/2011 - 11/10/2017
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2014
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 57 - Securities Trader Exam
BC
Issued 05/01/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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