Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Frederick is an active investment advisor representative with Fairhaven Wealth Management, LLC. Matthew is based in Wheaton, Illinois, and has 30 years of experience in the industry. Prior to joining Fairhaven Wealth Management, Matthew was with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Pacific Select Distributors, LLC, MetLife Investors Distribution Company, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pioneer Funds Distributor, Inc., Prudential Securities Incorporated, and The Equitable Life Assurance Society of the United States. Matthew holds several licenses and certifications, including the Series 31, Series 6, Series 7, Series 63, and Series 65 exams. Matthew's specializations include financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Matthew is committed to providing personalized financial advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
11/14/2023 - Present
Fairhaven Wealth Management, LLC (WHEATON IL)
IL
05/01/2023 - 09/06/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPERVILLE IL)
IL
08/04/2021 - 05/01/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
CA
05/13/2014 - 03/17/2021
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NY
09/03/2009 - 05/22/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
02/07/2005 - 08/18/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/13/2003 - 02/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/28/2001 - 03/14/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
05/01/1995 - 03/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/06/1990 - 04/28/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/06/1990 - 04/28/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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