Matthew Huizenga, financial advisor Phoenix AZ

Matthew Huizenga

CRD Number: 6726020
Current Firm: Charles Schwab & Company, Inc.

Matthew Huizenga (CRD# 6726020) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Phoenix, AZ Feb 2019 - Current 1
Charles Schwab & Company, Inc. Phoenix, AZ Nov 2016 - Current 4
Tucson Unified School District / Sabino High School Tucson, AZ Feb 2011 - Nov 2016 5
Starbucks Tucson, AZ Aug 2010 - Oct 2016 6
Amphi School District Tucson, AZ Aug 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Matthew K. Huizenga
Phone Number: 415-667-7000
Registered State(s):
  • CA
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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