Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beverungen is an investment advisor representative with Osaic Wealth, Inc. Matthew has been in the financial services industry since 1988. Matthew has a series 65, 7 and 63 license.
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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2
MD
11/08/2024 - Present
Osaic Wealth, Inc. (Ellicott City MD)
MD
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Ellicott City MD)
MD
11/01/2006 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Columbia MD)
MD
12/10/1997 - 11/03/2006
SECURITIES AMERICA, INC. (ELLICOTT CITY MD)
GA
01/01/1996 - 12/02/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
08/04/1992 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
07/20/1989 - 07/31/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
11/21/1986 - 08/08/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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