Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wayne Rhoads is a financial advisor registered with Charles Schwab & CO., Inc. Matthew has been working in the financial services industry since 2012. Matthew has previously held positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY BROKERAGE SERVICES LLC, AXA ADVISORS, LLC, and TD AMERITRADE, INC. Matthew is licensed in 53 states and the District of Columbia. Matthew specializes in providing financial planning and advisory services. Matthew is also a wrap fee program sponsor and a financial planning advisor referral program participant.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/14/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/25/2014 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/12/2012 - 09/16/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/15/2006 - 12/18/2006
AXA ADVISORS, LLC (FORT WORTH TX)
TX
07/07/2006 - 11/01/2006
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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