Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spedden is an active investment advisor representative, with over 20 years of experience in the financial services industry. Matthew is currently registered with Osaic Wealth, Inc. in Preston, Maryland. Matthew has previously been registered with multiple firms, including PRUCO SECURITIES, LLC., NYLIFE SECURITIES LLC, LPL FINANCIAL LLC, RBC CAPITAL MARKETS CORPORATION, FERRIS, BAKER WATTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, GLOBAL BROKERAGE SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Matthew has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Matthew is a licensed agent for Heritage Financial Consultants LLC in Preston, Maryland.
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.
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.
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2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (Preston MD)
MD
10/23/2019 - 04/28/2022
PRUCO SECURITIES, LLC. (Hunt Valley MD)
MD
02/24/2017 - 10/24/2019
NYLIFE SECURITIES LLC (WYE MILLS MD)
MD
07/02/2009 - 10/31/2011
LPL FINANCIAL LLC (STEVENSVILLE MD)
MD
03/13/2009 - 07/09/2009
RBC CAPITAL MARKETS CORPORATION (ANNAPOLIS MD)
MD
03/23/1999 - 03/13/2009
FERRIS, BAKER WATTS, LLC (ANNAPOLIS MD)
MN
06/17/1998 - 03/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/17/1998 - 03/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
04/06/1998 - 06/10/1998
GLOBAL BROKERAGE SERVICES, INC. (HUNT VALLEY MD)
IN
03/23/1998 - 03/25/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/23/1998 - 03/25/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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