Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Michael Vetter is a registered investment advisor representative with Macquarie Investment Management Business Trust. Mathew is also registered as a securities agent in Arkansas, California, Colorado, Nevada, and Oklahoma. Mathew has been in the financial services industry for 8 years and has held previous roles at Waddell & Reed and Ivy Distributors, Inc. Macquarie Investment Management Business Trust provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and structured product/securitization advice/transition management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/24/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
08/11/2015 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/22/2014 - 10/07/2020
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 06/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mathew Vetter is the right advisor for you? Invested Better is here to help.
