Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Barber is an active investment advisor representative with Northwestern Mutual Investment Services, LLC, in New Hartford, NY. Mathew has been in the industry since 2004 and holds Series 6, 7, 63, 65, and SIE licenses. Mathew has previous experience with LPL Financial LLC, Chase Investment Services Corp., CCO Investment Services Corp., M&T Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Citistreet Equities LLC, H&R Block Financial Advisors, Inc., and MML Investors Services, Inc.. Mathew is also registered with the state of New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
NY
06/27/2023 - Present
Northwestern Mutual Investment Services, LLC (NEW HARTFORD NY)
NY
11/29/2011 - 03/06/2017
LPL FINANCIAL LLC (SYRACUSE NY)
NY
09/10/2010 - 11/28/2011
CHASE INVESTMENT SERVICES CORP. (DEWITT NY)
NY
05/20/2010 - 09/20/2010
CCO INVESTMENT SERVICES CORP. (FAYETTEVILLE NY)
NY
06/05/2007 - 05/07/2010
M&T SECURITIES, INC. (CAMDEN NY)
MA
11/29/2005 - 05/23/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/29/2005 - 05/23/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/25/2005 - 01/23/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
MI
10/04/2004 - 08/10/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
08/12/2004 - 09/09/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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