Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Chrisman is a financial advisor with Mutual of Omaha Investor Services, Inc., with over 14 years of experience in the industry. Prior to joining Mutual of Omaha Investor Services, Inc., Matthew was with Securities America, Inc. Matthew is a Registered Representative and Investment Advisor Representative, and holds the Series 4, 7, 24, 52, 53 and 66 licenses. Matthew is also a Chartered Financial Analyst. Matthew provides financial planning and portfolio management services to individuals and families.
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.
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.
Promoter fees and third party money manager fees
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2
NE
02/27/2015 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
01/22/2009 - 02/24/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 10/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2014
Series 4 - Registered Options Principal Examination
BC
Issued 04/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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