Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bittel has been in the financial services industry since April 2002. Matthew is currently registered with American Century Investment Services Inc. and is located in the Kansas City, MO branch office. Previously, Matthew was with GWFS Equities, Inc. in Overland Park, KS and J.P. Morgan Institutional Investments Inc. also in Overland Park, KS. Matthew holds the following licenses: Series 6, Series 7, Series 63 and SIE.
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.
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.
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2
MO
03/12/2015 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
09/02/2014 - 03/04/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
12/12/2003 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
10/11/2002 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
WI
03/15/2002 - 09/04/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 05/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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