Unclaimed
Matias Cleland is an investment advisor representative who has been active in the industry since 2019. Matias has a Series 63, Series 65, and Series 7TO securities licenses. Matias Cleland is currently registered with Thornburg Investment Management Inc.. Matias has been with Thornburg Investment Management Inc. since June 2023 and was previously employed at Natixis Distribution, LLC.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NM
08/25/2023 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
MA
09/20/2019 - 06/20/2023
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
IA
Issued 08/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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