Unclaimed
Matthew Glynn Oxenreiter is a financial professional with over 25 years of experience in the financial services industry. Matthew Glynn Oxenreiter is currently registered with LPL Financial LLC. Matthew Glynn Oxenreiter has also been previously registered with Cetera Advisor Networks LLC, Walnut Street Securities, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Matthew Glynn Oxenreiter holds Series 6, 7, 63, and 65 licenses and holds the Chartered Financial Consultant designation. Matthew Glynn Oxenreiter has a strong track record of providing personalized financial advice to individuals and families, helping them to achieve their financial goals. Matthew Glynn Oxenreiter specializes in retirement planning, investment management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/19/2019 - Present
LPL Financial LLC (BRIDGEVILLE PA)
PA
09/03/2013 - 09/25/2019
CETERA ADVISOR NETWORKS LLC (BRIDGEVILLE PA)
PA
03/15/2002 - 09/03/2013
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
WI
11/25/1994 - 04/04/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/25/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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