Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Boehm is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously worked for Woodbury Financial Services, Inc. and Lion Street Financial, LLC. Matthew is licensed in multiple states, including Florida, Illinois and Texas. He offers financial planning, portfolio management, and pension consulting services. He also provides educational seminars for clients.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (NORTH FT. MYERS FL)
IL
01/31/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
IL
02/01/2017 - 01/31/2020
LION STREET FINANCIAL, LLC (East Peoria IL)
FL
07/24/2001 - 02/03/2017
WOODBURY FINANCIAL SERVICES, INC. (BONITA SPRINGS FL)
IA
Issued 01/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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