Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ottusch is a financial advisor with Cushing Capital Partners, LLC. Matthew has been in the industry since 1989 and has experience with a variety of financial products and services. Matthew is a Certified Financial Planner and holds the Series 6, 7, 9, 10, 31, and 66 licenses. In addition to working with Cushing Capital Partners, Matthew also has experience with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Piper Jaffray & Co., U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., Frederick & Company, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States.
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.
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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WI
07/07/2021 - Present
Cushing Capital Partners, LLC (DELAFIELD WI)
WI
09/08/2010 - 07/09/2021
WELLS FARGO CLEARING SERVICES, LLC (DELAFIELD WI)
WI
08/12/2006 - 09/16/2010
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
WI
06/20/2001 - 08/12/2006
PIPER JAFFRAY & CO. (DELAFIELD WI)
MN
12/01/2001 - 02/20/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
03/11/1994 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
WI
07/26/1991 - 03/17/1994
FREDERICK & COMPANY, INC. (BROOKFIELD WI)
NY
03/21/1989 - 04/12/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/21/1989 - 04/12/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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