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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathu? Claim Your ProfileMathu Kimani Mathu is an investment advisor representative with Navy Federal Investment Services, LLC. Mathu Kimani Mathu is based in Vienna, Virginia and has been in the industry since September 28, 2015. Mathu Kimani Mathu has Series 7, 24, 27, 55, 63 and 66 licenses. Mathu Kimani Mathu is registered with the state of Virginia to provide investment advice. Mathu Kimani Mathu specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Mathu Kimani Mathu was previously employed by Northwestern Mutual Investment Services, LLC and Momentum Securities, L.L.C..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
12/22/2017 - Present
Navy Federal Investment Services, LLC (Vienna VA)
WI
09/27/2002 - 02/03/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
06/29/2001 - 03/13/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
BOTH
Issued 12/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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