Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew O'Brien is a financial advisor with World Equity Group, Inc., based in Bozeman, MT. Matthew has been working in the financial services industry since 2013. Prior to joining World Equity Group, Inc., Matthew was a financial advisor with CUNA Brokerage Services, Inc., Jackson National Life Distributors LLC, Fidelity Brokerage Services LLC, and The O.N. Equity Sales Company. Matthew specializes in providing a variety of financial services to individual clients including financial planning, portfolio management, and educational seminars. Matthew has been registered with the Financial Industry Regulatory Authority (FINRA) since 2013.
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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MT
04/19/2024 - Present
World Equity Group, Inc. (Bozeman MT)
IA
04/28/2022 - 04/02/2024
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TN
04/30/2015 - 04/20/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
KY
06/30/2014 - 04/13/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
09/27/2013 - 05/22/2014
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 07/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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