Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nawrocki is a financial advisor with Osaic Wealth, Inc. Matthew has been in the financial industry since 2011 and has a wide range of experience in both investment advisory and broker-dealer roles. Matthew is registered with the state of Michigan as both a broker-dealer and an investment advisor. Matthew is dedicated to providing personalized financial advice to individuals, families, and businesses. Matthew offers a variety of services, including financial planning, portfolio management, and insurance products.
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
MI
07/12/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
NY
07/18/2022 - 07/08/2024
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
IL
02/17/2022 - 07/20/2022
ROYAL ALLIANCE ASSOCIATES, INC. (LEMONT IL)
IL
06/06/2014 - 03/10/2022
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
MA
08/09/2011 - 05/19/2014
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 07/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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