Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Wiser is a financial advisor with over 16 years of experience in the industry. Matthew is a registered representative of LPL Financial LLC and is also a Registered Investment Advisor (RIA) with Cornerstone Wealth Strategies, Inc. Matthew has a broad range of experience in financial planning, investment management, and insurance. He is passionate about helping individuals and families achieve their financial goals. Matthew specializes in working with individuals, families, businesses, and charitable organizations. His areas of expertise include retirement planning, college savings, estate planning, and insurance planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
06/14/2024 - Present
LPL Financial LLC (KENNEWICK WA)
WA
09/17/2007 - 07/23/2015
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Wiser is the right advisor for you? Invested Better is here to help.
