Matthew RealCRD Number: 5339334
Current Firm: Charles Schwab & Company, Inc.
Matthew Real (CRD# 5339334) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Manchester, NH and has over 9 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|Jackie Real LLC||Portland, ME||Nov 2014 - Current||2|
|Charles Schwab Bank||Manchester, NH||Oct 2010 - Current||6|
|Charles Schwab & Company, Inc.||Manchester, NH||Oct 2010 - Current||6|
|Strategic Advisors Inc.||Merrimack, NH||Apr 2007 - Oct 2010||3|
|Fidelity Brokerage Services LLC||Merrimack, NH||Apr 2007 - Oct 2010||3|
|Callogix Inc.||Manchester, NH||Dec 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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