Matthew Naarden (CRD# 6955927) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Old Saybrook, CT and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Old Saybrook, CT | Jan 2021 - Current | 3 |
| Umass Lowell Masters Program | Lowell, MA | Sep 2020 - Mar 2022 | 1 |
| War At The Shore Baseball | Lyme, CT | May 2020 - Sep 2020 | < 1 |
| University Of Connecticut | Storrs, CT | Aug 2017 - May 2020 | 2 |
| Bank Of America Corp. (merrill Lynch) | West Hartford, CT | May 2018 - Nov 2019 | 1 |
| Waters Edge Resort & SPA | Westbrook, CT | May 2016 - May 2018 | 2 |
| Texas Christian University | Fort Worth, TX | Aug 2015 - May 2017 | 1 |
| Xavier High School | Middletown, CT | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CT
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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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