Matthew Guinn
- Role
- Manager - Portfolio Consultant at Charles Schwab
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Matthew Guinn
Experienced Portfolio Manager with a demonstrated history of working in the financial…
Experience
Manager - Portfolio Consultant
Dec 2015 — Present
Skills
- Insurance
- Six Sigma Black Belt
- Finance
- Investments
- Portfolio Management
- Financial Services
- Wealth Management Services
- Financial Analysis
- Disability Insurance
- Tax Efficiency
- Series 7
- Strategic Financial Planning
- Retirement Planning
- Risk Management
- Small Business
- Long Term Care Insurance
- Life Insurance
- 401k
- Financial Planning
- Securities
- Iras
- Retirement
- Finra
- Series 63
- Holistic Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.