Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Mathesen is a financial professional with Northwestern Mutual Investment Services, LLC. Matthew has been working in the financial industry since March 12, 2020. Matthew is registered with FINRA and has a Series 63 license, a Series 6TO license, and a SIE license. Matthew is registered in seven states: Delaware, Michigan, Montana, New York, North Carolina, Pennsylvania, and West Virginia. Northwestern Mutual Investment Services, LLC is headquartered in Milwaukee, Wisconsin and has over 2,181 licensed agents, 2,341 investment advisor representatives and 2,399 registered representatives. Northwestern Mutual Investment Services, LLC offers investment research, referrals to other advisors and manages assets for banking or thrift institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
03/13/2020 - Present
Northwestern Mutual Investment Services, LLC (MELVILLE NY)
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Mathesen is the right advisor for you? Invested Better is here to help.
