Unclaimed
Matthew Charles Hoger is an investment advisor representative with MML Investors Services, LLC. Matthew is based in West Des Moines, Iowa and has been working in the financial services industry since May 18, 2011. Prior to joining MML Investors Services, LLC, Matthew was a representative with Northwestern Mutual Investment Services, LLC, also based in West Des Moines, Iowa. Matthew has passed the Series 6, Series 7, Series 63, and Series 65 exams. Matthew is registered with the following states: Arizona, Arkansas, Colorado, Iowa, New York, North Carolina, Tennessee, Virginia, and Wisconsin. Matthew specializes in asset allocation programs, 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.
Asset allocation programs
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.
Solicitors fees
1
2
IA
10/25/2017 - Present
MML Investors Services, LLC (West Des Moines IA)
IA
05/19/2011 - 01/05/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (W DES MOINES IA)
IA
Issued 09/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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