Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawler is a financial advisor with Osaic Wealth, Inc. Matthew has been in the financial services industry since 1991 and has a wide range of experience in providing financial advice and investment services to individuals, families, businesses, and retirement plans.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (WEST POINT NE)
NE
02/01/2002 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTH SIOUX CITY NE)
TX
02/18/1998 - 01/31/2002
AFS BROKERAGE, INC. (AUSTIN TX)
IA
06/05/1995 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
WI
05/11/1995 - 06/21/1995
GS2 SECURITIES, INC. (MILWAUKEE WI)
NE
04/13/1994 - 04/17/1995
GWR INVESTMENTS, INC. (OMAHA NE)
NA
04/11/1991 - 04/13/1994
FIDELITY EQUITY SERVICES CORPORATION
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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