Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fiske is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in Minnesota and Texas. Matthew previously worked at Woodbury Financial Services, Inc., Questar Capital Corporation, Allianz Life Financial Services, LLC, USAllianz Securities, Inc., Investors Capital Corp., and The Prudential Insurance Company of America. Matthew has a wide range of experience in the financial services industry, including investment advisory, insurance, and real estate.
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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MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
03/12/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MINNETONKA MN)
MN
06/30/2010 - 06/30/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
07/29/1999 - 09/06/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
03/10/1999 - 09/08/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NJ
06/01/1992 - 06/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/01/1992 - 06/09/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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