Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Arkfeld is an investment advisor representative at Osaic Wealth, Inc. based in Scottsdale, Arizona. Matthew has been in the industry since 2019 and holds the Series 63, Series 65, Series 7 and SIE licenses. Matthew is also registered with the state of Nebraska as an investment advisor representative. Prior to joining Osaic Wealth, Inc., Matthew worked at SAGEPOINT FINANCIAL, INC. in Scottsdale, Arizona and WELLS FARGO CLEARING SERVICES, LLC in Omaha, Nebraska.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/11/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/04/2019 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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