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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mohlman is a financial advisor registered with Monument Advisers located in Carmel, Indiana. Matthew has been in the financial services industry for over 16 years and has experience working with various firms such as National Securities Corporation, Knight Capital Americas LLC, and Interactive Brokers LLC. Matthew has earned his Series 7, 9, 10, 24, 4, 53, and 65 licenses. Monument Advisers offers investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
05/30/2024 - Present
Monument Advisers (CARMEL IN)
FL
06/10/2016 - 08/17/2016
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IL
09/20/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IL
07/02/2012 - 08/22/2013
KNIGHT CAPITAL AMERICAS LLC (CHICAGO IL)
IL
03/20/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (CHICAGO IL)
IL
07/21/2008 - 03/07/2012
INTERACTIVE BROKERS LLC (CHICAGO IL)
CA
05/02/2007 - 05/12/2008
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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