Unclaimed
Matthew Ostergaard is a financial professional with Northwestern Mutual Investment Services, LLC. Matthew is registered with the state of Texas and is currently licensed to provide investment advice and services in multiple states, including Texas, Arizona, Arkansas, Washington, Illinois, New York, and more. Matthew has been in the financial industry for more than three years. He has a Series 7TO, Series 63, and SIE licenses. Matthew's areas of expertise include investment research and referrals to 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.
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
TX
08/14/2020 - Present
Northwestern Mutual Investment Services, LLC (ADDISON TX)
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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