Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Foshee is a financial advisor at Charles Schwab & Co., Inc. Matthew has been a registered representative since January 2005 and has experience in the industry since March 2005. Matthew holds a Series 7, Series 10, Series 24, and Series 66 license, allowing him to offer a variety of investment products and services. Matthew has worked with clients across numerous states and is licensed in a variety of states. Before joining Charles Schwab & Co., Inc., Matthew worked with TD Ameritrade, Inc., and Scottrade, Inc.
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
TX
05/22/2018 - Present
Charles Schwab & CO., Inc. (Houston TX)
TX
06/03/2022 - 05/19/2024
TD AMERITRADE, INC. (HOUSTON TX)
MO
02/26/2018 - 03/29/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/08/2005 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
01/11/2005 - 07/19/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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