Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wilson is a financial advisor at Osaic Wealth, Inc. Matthew has been working in the financial industry since 2007. Matthew has Series 7, Series 66 and SIE securities licenses. Matthew is licensed to provide financial advice in Alabama, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Maryland, Mississippi, Missouri, New Mexico, North Carolina, Oklahoma, Puerto Rico, Tennessee, and Virginia. Matthew is also a registered investment advisor in Alabama, California, Florida, Georgia, and North Carolina. Matthew is dedicated to helping his clients achieve their financial goals. Matthew has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high-net-worth. Matthew has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Matthew is committed to providing his clients with the highest level of service and professionalism.
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
AL
03/07/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
02/14/2018 - 03/06/2024
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
02/22/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (BIRMINGHAM AL)
AL
03/03/2015 - 02/27/2017
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
09/09/2010 - 03/04/2015
INVEST FINANCIAL CORPORATION (HOOVER AL)
AL
05/27/2010 - 09/13/2010
NFP SECURITIES, INC. (BIRMINGHAM AL)
AL
04/26/2007 - 06/02/2010
AXA ADVISORS, LLC (BIRMINGHAM AL)
BOTH
Issued 06/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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