Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Donnelly is a financial advisor with Mutual Advisors, LLC. Matthew has been in the financial industry since January 25, 2012. Matthew has a strong background in the financial services industry, and has a broad range of experience. Matthew is a Registered Representative of Mutual Securities, Inc. and has obtained the Series 6, SIE and Series 63 registrations. Matthew has also earned the Series 65 license, qualifying him to provide investment advisory services to clients. Matthew is licensed to provide financial services in multiple states, including: Alaska, Arizona, California, Colorado, Florida, Minnesota, South Dakota, Texas, and Wisconsin. Matthew's expertise includes providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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
06/03/2019 - Present
Mutual Advisors, LLC (Minneapolis MN)
MN
05/16/2014 - 06/11/2019
PRINCIPAL SECURITIES, INC. (Minneapolis MN)
CO
01/23/2012 - 05/12/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 06/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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