Unclaimed
Matthew Grube is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew's professional experience includes roles in both Mequon and Brookfield, WI, and has worked in the financial industry since 2010. Matthew holds Series 6, 7, 26, and 63 licenses and is registered in the state of Wisconsin.
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
WI
05/13/2011 - Present
Northwestern Mutual Investment Services, LLC (MEQUON WI)
WI
08/31/2009 - 10/04/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BROOKFIELD WI)
BC
Issued 09/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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