Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Polera is a financial professional who holds the Series 7 and Series 63 licenses, as well as the SIE. Matthew has over 9 years of experience in the financial industry, beginning in 2014 with TD Ameritrade. Most recently, Matthew was a registered representative with Charles Schwab & Co., Inc. and is currently registered with Realta Equities, Inc., in the capacity of Registered Representative, since July 2024. Matthew has been registered with the Financial Industry Regulatory Authority, Inc (FINRA) since 2014.
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.
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.
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2
CA
07/15/2024 - Present
Realta Equities, Inc. (San Diego CA)
CA
11/22/2020 - 01/09/2024
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
05/13/2014 - 12/31/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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