Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Monius is a financial professional with over 17 years of experience in the industry. Matthew is currently registered with Charles Schwab & Co., Inc. in San Francisco, California. Prior to joining Charles Schwab, Matthew was employed at several other firms, including ROBINHOOD FINANCIAL, LLC, ROBINHOOD SECURITIES, LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, JHS CAPITAL ADVISORS, LLC, GUNNALLEN FINANCIAL, INC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Matthew is a licensed Series 7, Series 24, Series 55, Series 57TO, and Series 66 representative. Matthew specializes in financial planning and portfolio management.
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
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2
CA
07/16/2019 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
FL
01/22/2018 - 07/09/2019
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
FL
12/11/2017 - 07/09/2019
ROBINHOOD SECURITIES, LLC (Lake Mary FL)
FL
07/28/2015 - 02/06/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
03/10/2010 - 07/14/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
02/25/2009 - 03/23/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
02/19/2003 - 04/03/2008
GUNNALLEN FINANCIAL, INC (TAMPA FL)
MN
10/05/2000 - 03/28/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/05/2000 - 03/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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