Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sayah Taheri is a financial advisor registered with Charles Schwab & CO., Inc. Matthew has over 27 years of experience in the financial services industry. Matthew's previous employers include Fidelity Brokerage Services LLC, BBVA Securities Inc., CUSO Financial Services, L.P., Wells Fargo Advisors, LLC, First Command Financial Planning, Inc., InterSecurities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Matthew is licensed in 26 states including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Illinois, Louisiana, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin. Matthew has passed the Series 6, Series 7, Series 24, Series 63, and Series 65 exams. Matthew's areas of specialization include financial planning and selection of other advisors.
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
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2
TX
09/29/2021 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
05/26/2020 - 08/30/2021
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
TX
04/22/2020 - 05/08/2020
BBVA SECURITIES INC. (AUSTIN TX)
TX
07/29/2015 - 03/12/2020
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
GA
07/20/2006 - 07/21/2015
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
TX
01/18/2000 - 02/28/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
FL
07/21/1994 - 01/11/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
08/03/1993 - 03/25/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/03/1993 - 03/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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