Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davis is an investment advisor representative with Northwestern Mutual Investment Services, LLC, located in Gainesville, Florida. Matthew has been in the industry since December 2014. Matthew is registered with the state of Florida and is licensed to sell securities and investment advisory services in 16 other states. Matthew is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). In addition to their work with Northwestern Mutual Investment Services, LLC, Matthew may also earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products. Matthew also serves as a board member for a non-profit organization located in Gainesville.
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
FL
03/11/2015 - Present
Northwestern Mutual Investment Services, LLC (Gainesville FL)
BOTH
Issued 03/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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