Unclaimed
Matthew Peterson is a financial professional affiliated with Northwestern Mutual Investment Services, LLC, a broker-dealer with a focus on providing comprehensive financial services. With over a decade of industry experience, Matthew holds several licenses, including the Series 6 and Series 63 registrations, and the SIE designation, which demonstrate a commitment to providing clients with comprehensive financial guidance. Matthew is dedicated to helping individuals and families achieve their financial goals.
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
PA
08/25/2010 - Present
Northwestern Mutual Investment Services, LLC (Cranberry Twp PA)
BC
Issued 08/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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