Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew E. Weissman is an active financial professional registered in both North Carolina and Nevada. Matthew has over 12 years of experience in the financial industry. Matthew currently works at AE Wealth Management, LLC, where he holds both Registered Representative and Investment Advisor Representative registrations. Matthew's firm, AE Wealth Management, LLC, is a well-established firm with a strong focus on providing comprehensive financial planning and investment management services to individual clients, businesses, and retirement plan participants. Prior to joining AE Wealth Management, LLC, Matthew was with MML Investors Services, LLC. Matthew has a diverse background in the financial services industry and has worked for various financial institutions including RBS Securities Inc, Lehman Brothers Inc, and Metlife Securities Inc. Matthew specializes in providing financial advice and wealth management services to individuals and families, businesses, and retirement plan participants.
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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NC
09/07/2021 - Present
AE Wealth Management, LLC (Wilmington NC)
NC
07/01/2016 - 09/08/2021
MML INVESTORS SERVICES, LLC (WILMINGTON NC)
NC
02/09/2012 - 06/24/2016
MID-ATLANTIC SECURITIES, INC. (WILMINGTON NC)
CT
05/03/2011 - 09/27/2011
RBS SECURITIES INC. (STAMFORD CT)
NY
02/13/2008 - 03/26/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
12/17/2003 - 05/10/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/17/2003 - 05/10/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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