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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schwartz is a financial advisor with Great Waters Financial. Matthew Schwartz has been in the industry since 2011 and is registered in Minnesota and Texas. Matthew Schwartz has experience working with individuals and businesses and provides financial planning, educational seminars, and selection of other advisors. Matthew Schwartz also works with charities and high-net-worth individuals. Matthew Schwartz is a Certified Financial Planner™.
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.
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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MN
04/06/2022 - Present
Great Waters Financial (SHOREVIEW MN)
MN
02/07/2012 - 05/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/01/2011 - 11/29/2011
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 07/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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