Matthew Takamatsu, financial advisor Honolulu HI
93 score

Matthew Takamatsu

CRD Number: 6029519
Current Firm: Charles Schwab & Company, Inc.

Matthew Takamatsu (CRD# 6029519) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Honolulu, HI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Honolulu, HI Dec 2016 - Current 1
Charles Schwab Bank Honolulu, HI Dec 2016 - Current 1
Wells Fargo Advisors, LLC Honolulu, HI Aug 2016 - Dec 2016 < 1
Ubs Financial Services Inc. Honolulu, HI Aug 2014 - Aug 2016 2
Ameriprise Financial Services, Inc. Honolulu, HI Apr 2012 - Aug 2014 2
First Hawaiian Bank Honolulu, HI Nov 2010 - Apr 2012 1
Coffee Pacific Honolulu, HI Oct 2010 - Dec 2010 < 1
Unemployed Honolulu, HI Jun 2010 - Oct 2010 < 1
Usc Testing Bureau Los Angeles, CA Jan 2008 - May 2010 2
University Of Southern California Los Angeles, CA Jan 2007 - May 2010 3
Ameriprise Financial Services, Inc. Honolulu, HI Jun 2009 - Aug 2009 < 1
State Of Hawaii Department Of Labor Honolulu, HI Jun 2009 - Aug 2009 < 1
Abercrombie & Fitch Honolulu, HI Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Matthew C. Takamatsu
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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