Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mattimore is a registered representative with MML Investors Services, LLC. Matthew has been in the industry since 2003 and has held prior positions with Northwestern Mutual Investment Services, LLC, Chimera Securities, LLC, Assent LLC, Evolution Financial Technologies, LLC and Heartland Securities Corp. Matthew holds Series 63, 66 and 7 licenses. Matthew is also a licensed insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/09/2023 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
04/19/2012 - 12/15/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
04/06/2011 - 02/29/2012
CHIMERA SECURITIES, LLC (NEW YORK NY)
NJ
03/08/2007 - 06/30/2010
ASSENT LLC (HOBOKEN NJ)
NY
02/28/2003 - 08/23/2006
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (NEW YORK NY)
NJ
10/12/2001 - 03/27/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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