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Matthew Todd Wheeles

Charles Schwab & CO., Inc.

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About Matthew Todd Wheeles

Matthew Todd Wheeles is a financial advisor with Charles Schwab & CO., Inc. located in Orlando, Florida. Matthew has been in the financial industry since October 2007. Matthew holds FINRA Series 7, 6, 9, 10, 63, and 66 licenses. Matthew is a Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc. Prior to joining Charles Schwab & CO., Inc., Matthew has held positions with Ameriprise Financial Services, Inc. and InterSecurities, Inc.

Firm Information

Matthew Wheeles is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Matthew Wheeles’s Registration & Firm History

FL

08/30/2010 - Present

Charles Schwab & CO., Inc. (Orlando FL)

FL

11/05/2008 - 04/28/2009

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

FL

04/28/2006 - 05/28/2008

AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)

FL

03/01/2006 - 03/20/2006

INTERSECURITIES, INC. (LAKE MARY FL)

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Licenses & Designations

BOTH

Issued 07/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/02/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Todd Wheeles.
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