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Matthew K Waste

Navy Federal Investment Services, LLC

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About Matthew K Waste

Matthew K. Waste is a financial advisor with Navy Federal Investment Services, LLC. Matthew has been a registered representative since September 2018 and has Series 6, 7, 63 and 65 licenses. He has worked in financial services since January 2019, and is currently registered with the states of Florida, Georgia, Alaska, Minnesota, Virginia, and Missouri. Before joining Navy Federal Investment Services, LLC Matthew was a financial advisor with LPL FINANCIAL LLC.

Firm Information

Matthew Waste is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Waste’s Registration & Firm History

FL

11/08/2023 - Present

Navy Federal Investment Services, LLC (TAMPA FL)

MN

05/18/2022 - 11/14/2022

LPL FINANCIAL LLC (APPLE VALLEY MN)

MN

09/17/2018 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)

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Licenses & Designations

IA

Issued 11/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew K Waste.
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