Matthew Taheri (CRD# 2375426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 30 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lone Tree, CO | Sep 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Lone Tree, CO | Sep 2021 - Current | 2 |
| Fidelity Brokerage Services LLC | Austin, TX | May 2020 - Aug 2021 | 1 |
| Bbva Usa | Birmingham, AL | Apr 2020 - May 2020 | < 1 |
| Bbva Securities Inc. | Austin, TX | Apr 2020 - May 2020 | < 1 |
| Bbva Wealth Solutions, Inc. | Austin, TX | Apr 2020 - May 2020 | < 1 |
| Bbva Insurance Agency Inc. | Austin, TX | Apr 2020 - May 2020 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2015 - Feb 2020 | 4 |
| University Federal Credit Union | Austin, TX | Jul 2015 - Feb 2020 | 4 |
| Wells Fargo Advisors LLC | Dunwoody, GA | Feb 2006 - Jul 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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