Unclaimed
Matthew Sell is a financial professional with over 10 years of experience in the financial services industry. Matthew is a registered representative with U.S. Bancorp Investments, Inc. Matthew has held previous roles at both U.S. Bancorp Investments, Inc. and Locorr Distributors, LLC. Matthew holds FINRA Series 7, 24, and 63 licenses. Matthew specializes in the following areas: Retirement Planning, Investment Management, College Savings Planning, Insurance, and Estate Planning.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/16/2017 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
03/06/2017 - 11/10/2017
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
MN
10/18/2012 - 03/02/2017
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Sell is the right advisor for you? Invested Better is here to help.