Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dake Thomas is an investment advisor representative with Mutual Of Omaha Investor Services, Inc. He has been in the securities industry since 2016 and has a Series 6, Series 63, Series 65, and SIE license. Matthew is licensed to sell securities in New York and Pennsylvania. Matthew Dake Thomas is also a licensed insurance agent and specializes in providing financial planning services to individuals and high-net-worth 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.
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.
Promoter fees and third party money manager fees
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2
MA
08/28/2017 - Present
Mutual OF Omaha Investor Services, Inc. (BRAINTREE MA)
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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