Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schade is a financial advisor with over 20 years of experience in the financial services industry. Matthew currently holds FINRA Series 6, 7, 26, and 63 licenses, along with the SIE exam and the Series 65 license. Matthew is affiliated with MML Investors Services, LLC and is registered in multiple states. Prior to joining MML Investors Services, LLC, Matthew has worked at HORNOR, TOWNSEND & KENT, INC., and 1717 CAPITAL MANAGEMENT COMPANY.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NC
07/05/2022 - Present
MML Investors Services, LLC (Raleigh NC)
NC
04/27/2007 - 03/13/2017
HORNOR, TOWNSEND & KENT, INC. (MORRISVILLE NC)
NC
04/01/2003 - 05/14/2007
1717 CAPITAL MANAGEMENT COMPANY (DURHAM NC)
IA
05/14/2001 - 03/19/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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