Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brus is a financial professional with over 10 years of experience in the industry. Matthew currently works for Principal Securities, Inc. as a Registered Representative. Previously, Matthew was registered with Scottrade, Inc., TD Ameritrade, Inc., and Thinkorswim, Inc. Matthew holds several licenses, including Series 6, 7, 3, and 63. Matthew specializes in securities, variable contracts, commodities, and futures. Matthew also provides financial planning, pension consulting, and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/10/2018 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
08/03/2010 - 08/06/2012
SCOTTRADE, INC. (DES MOINES IA)
NE
05/15/2008 - 07/12/2010
TD AMERITRADE, INC. (OMAHA NE)
IL
08/21/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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