Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brent Vawter is an investment advisor representative registered with Nations Financial Group, Inc. based in Cedar Rapids, Iowa. Matthew has been in the financial services industry since 1994. Matthew is licensed in 51 states and the District of Columbia. Matthew has a wide range of experience and expertise, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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2
IA
02/09/2015 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
10/21/1994 - 10/07/1999
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2000
Series 4 - Registered Options Principal 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 07/21/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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