Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schlueter is a financial advisor with over 25 years of experience in the industry. Matthew has held several positions at various firms, including Securities America, Inc., Woodbury Financial Services, Inc., and FSC Securities Corporation. Matthew is currently registered with Osaic Institutions, Inc. and American Portfolios Financial Services, Inc., and previously held a position with Ladenburg Thalmann & Co. Inc. Matthew provides a variety of financial advisory services to individuals and corporations. Matthew is also an investment advisor representative with Osaic Wealth, Inc. and Osaic Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for 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.
A percentage of the total value of assets under management is charged.
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2
CT
01/04/2023 - Present
Osaic Institutions, Inc. (MERIDEN CT)
NE
04/21/2020 - 08/19/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/07/2014 - 03/25/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/11/1999 - 01/08/2024
FSC SECURITIES CORPORATION (ATLANTA GA)
TN
04/21/2020 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
WA
04/21/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
FL
04/21/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
GA
06/05/2003 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
WI
06/25/1999 - 10/13/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
06/03/1998 - 06/22/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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