Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Whitaker is a financial advisor with over 27 years of experience in the industry. Matthew Whitaker is currently registered with Osaic Wealth, Inc. in Henrico, Virginia. Matthew Whitaker has previously worked with several other firms including Securities America, Inc., Next Financial Group, Inc., Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Davenport & Company LLC, Wells Fargo Advisors, LLC, SunTrust Securities, Inc., Crestar Securities Corporation and PaineWebber Incorporated. Matthew Whitaker holds Series 63 and Series 65 licenses, as well as Series 7 and SIE. Matthew Whitaker specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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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VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HENRICO VA)
VA
11/30/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
12/09/2011 - 12/01/2012
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
10/29/2010 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
VA
07/29/2010 - 08/17/2010
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
02/25/2004 - 07/30/2010
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
GA
05/26/2000 - 02/23/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
10/21/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NJ
09/04/1996 - 10/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 8/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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