Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dike is a financial advisor with Money Concepts Capital Corp. in Placentia, California. Matthew holds the Series 63, Series 6TO, and SIE licenses. Matthew has a long and successful history in the financial services industry, previously serving as a financial advisor at Northwestern Mutual Investment Services, LLC. Matthew's focus is on providing financial advice to individuals, businesses, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
CA
11/09/2023 - Present
Money Concepts Capital Corp. (Placentia CA)
CA
01/23/2023 - 11/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ontario CA)
BC
Issued 04/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Dike is the right advisor for you? Invested Better is here to help.
