Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Houston is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been in the financial services industry since 2007. Matthew is registered with the following states: California, Colorado, Kansas, New York, Oklahoma, and Texas. Matthew has the following FINRA licenses: Series 6, 7, 26, and 63. Matthew is also registered with the state of Oklahoma. Matthew has experience providing investment research, referrals to other advisors, and financial planning services.
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
OK
12/05/2007 - Present
Northwestern Mutual Investment Services, LLC (OKLAHOMA CITY OK)
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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