Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schroeder is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and is a Series 7TO, Series 63, Series 65, and SIE licensed professional. Matthew holds a variety of licenses and certifications, including the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Matthew has a strong commitment to providing personalized financial advice to individuals, families, and businesses. Matthew's previous employment was with Securities America, Inc., and Vantiva. Matthew offers a range of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisers.
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.
1
2
MN
09/26/2024 - Present
Osaic Wealth, Inc. (WINONA MN)
MN
03/07/2024 - 06/14/2024
SECURITIES AMERICA, INC. (WINONA MN)
BC
Issued 06/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Schroeder is the right advisor for you? Invested Better is here to help.
