Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Peters is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been in the industry since October 17, 2012 and holds a Series 7 and Series 66 securities licenses. Previously, Matthew worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Wells Fargo Advisors, LLC. Matthew specializes in providing investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
04/06/2017 - Present
Northwestern Mutual Investment Services, LLC (SKOKIE IL)
IL
08/14/2015 - 10/20/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (EVANSTON IL)
IL
04/24/2012 - 08/03/2015
WELLS FARGO ADVISORS, LLC (CHAMPAIGN IL)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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