Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Russell is a financial advisor with over 20 years of experience in the industry. Currently, Matthew is associated with Osaic Wealth, Inc. and holds a Series 66, Series 65, Series 4, Series 53, Series 24, Series 52TO, Series 99TO, SIE, and Series 7 license. Matthew previously worked with several other financial firms in multiple states including, TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., CUSO FINANCIAL SERVICES, L.P., RAYMOND JAMES FINANCIAL SERVICES, INC., FIRST NATIONAL CAPITAL MARKETS, NORTHERN LIGHTS DISTRIBUTORS, LLC, and PACIFIC SELECT DISTRIBUTORS, INC. Matthew has a strong background in financial planning, portfolio management, and pension consulting. Matthew specializes in serving high-net-worth individuals, corporations, 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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/07/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/22/2016 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/07/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/07/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/07/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
10/05/2015 - 02/25/2016
CUSO FINANCIAL SERVICES, L.P. (Papillion NE)
NE
06/19/2015 - 10/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
NE
10/22/2013 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
08/31/2011 - 06/28/2013
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
07/15/2008 - 08/29/2011
PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)
NE
11/16/2001 - 01/23/2008
SECURITIES AMERICA, INC. (OMAHA NE)
IA
Issued 12/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/09/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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