Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Svendsen is a financial professional with over 20 years of experience in the industry. Matthew currently works at Osaic Wealth, Inc. Matthew has a broad range of experience in both the investment advisory and brokerage fields. Matthew has held various roles throughout their career, including a Principal role at Woodbury Financial Services, Inc. Matthew is licensed to provide investment advice in 16 states.
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.
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.
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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MN
03/13/2024 - Present
Osaic Wealth, Inc. (WOODBURY MN)
MN
07/05/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
07/23/2008 - 01/21/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
04/25/2005 - 07/25/2008
HARTFORD EQUITY SALES COMPANY INC. (WOODBURY MN)
NY
10/02/2002 - 04/22/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
06/19/2002 - 08/20/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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