Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Crawford is a financial advisor with over 7 years of experience in the financial services industry. Matthew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with TD Ameritrade, Inc., Waddell & Reed, and Cetera Advisors LLC. Matthew has a wide range of experience in financial services, including investment advisory, insurance, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
11/25/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLINGHAM WA)
WA
03/12/2019 - 11/25/2020
TD AMERITRADE, INC. (BELINGHAM WA)
WA
10/29/2015 - 09/08/2017
WADDELL & REED (BELLINGHAM WA)
WA
11/21/2013 - 10/27/2015
CETERA ADVISORS LLC (LYNDEN WA)
BOTH
Issued 03/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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