Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Lane is a financial professional with Northwestern Mutual Investment Services, LLC. Matthew has been in the financial industry for over a year and is registered in Texas. Matthew is a licensed Series 63 agent and has passed the Series 6TO and SIE exams. Matthew is dedicated to providing clients with a personalized financial plan and strategies to help them achieve their goals.
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
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TX
06/10/2021 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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