Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Browne is a financial advisor with over 30 years of experience in the industry. Matthew is currently registered with Cuso Financial Services, LP. Matthew has previously worked with a number of financial services firms including Oppenheimer & Co. Inc., Charles Schwab & Co., Inc., and Northwestern Mutual Investment Services, LLC. Matthew is a Series 7 and Series 63 licensed professional.
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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CA
12/03/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
05/24/2023 - 06/27/2023
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
12/23/2021 - 05/01/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
04/13/2011 - 09/17/2021
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
06/12/2008 - 04/14/2011
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/04/2002 - 06/10/2008
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
CA
09/06/2001 - 09/12/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
11/07/1997 - 03/21/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
03/25/1991 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
MN
08/22/1989 - 10/30/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/1989 - 10/30/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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