Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schmidt is a financial advisor who has been in the industry since 2000. He is currently registered with Tiaa-Cref Individual & Institutional Services, LLC in Denver, CO. Previously, Matthew Schmidt was registered with GWFS Equities, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Matthew Schmidt has a Series 7, Series 63, and Series 66 license, along with the SIE exam. Matthew Schmidt is a financial advisor with over 20 years of experience in the industry. Matthew Schmidt has a strong track record of success in providing financial advice and investment management services to individuals and families. Matthew Schmidt is committed to providing clients with personalized financial planning and investment strategies that meet their unique needs and goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/06/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
11/19/2014 - 07/11/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
09/18/2007 - 10/22/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
10/31/2006 - 09/10/2007
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/19/2000 - 10/16/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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