Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Partusch is a financial professional with over 16 years of experience in the industry. Currently, Matthew is a Registered Representative for Osaic Wealth, Inc. Matthew has a wide range of experience with various financial services firms, including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc. and TD Ameritrade, Inc. Matthew has passed numerous industry exams, including the Series 6, 7, 24, 63 and SIE exams. Matthew is registered in Nebraska and has the following specializations: 1, 2, 3, 4, 5, and 6.
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.
1
2
AZ
02/03/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/27/2018 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
02/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/03/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/04/2008 - 08/31/2018
TD AMERITRADE, INC. (OMAHA NE)
IL
09/21/2001 - 06/14/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 02/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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