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Matthew Chandler Wilson

Northwestern Mutual Investment Services, LLC

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About Matthew Chandler Wilson

Matthew Chandler Wilson is a financial advisor at Northwestern Mutual Investment Services, LLC, with over 20 years of experience in the industry. Matthew holds the Series 7, 66, and SIE securities licenses. He is registered to offer investment advisory services in Alabama. Matthew's previous experience includes roles at LPL Financial Corporation, Raymond James Financial Services, Inc., and Pan-American Financial Advisors. Matthew is dedicated to providing comprehensive financial planning and investment management services to individuals and families in the Orange Beach area.

Firm Information

Matthew Wilson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Matthew Wilson’s Registration & Firm History

AL

08/22/2011 - Present

Northwestern Mutual Investment Services, LLC (Orange Beach AL)

AL

11/20/2009 - 07/28/2011

SIGNATOR INVESTORS, INC. (AUBURN AL)

AL

04/30/2004 - 01/11/2010

LPL FINANCIAL CORPORATION (ORANGE BEACH AL)

FL

09/26/2003 - 02/09/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

LA

10/10/2001 - 09/29/2003

PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)

FL

06/19/2001 - 09/18/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 09/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Chandler Wilson.
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