Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Costa is a registered representative with Northwestern Mutual Investment Services, LLC. Matthew is also registered as an investment advisor representative in New Jersey. Matthew has a Series 7, Series 66, and SIE license. Matthew has been in the securities industry since August 2019 and has previous experience working with Charles Schwab & Co., Inc., David Lerner Associates, Inc., and Bookmark Advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
11/03/2021 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
NY
12/10/2020 - 09/23/2021
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
TX
03/02/2020 - 08/05/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 5/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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