linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Kent Whitson

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Kent Whitson

Matthew Whitson is a financial advisor with over 25 years of experience in the industry. Matthew holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Matthew is currently registered with Osaic Wealth, Inc. in Ohio and Texas. Prior to joining Osaic Wealth, Inc., Matthew worked at MML Investors Services, LLC and MSI Financial Services, Inc. Matthew's experience and knowledge can help clients make informed decisions about their finances.

Firm Information

Matthew Whitson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Whitson’s Registration & Firm History

OH

01/24/2025 - Present

Osaic Wealth, Inc. (MEDINA OH)

OH

03/25/2017 - 11/14/2017

MML INVESTORS SERVICES, LLC (Medina OH)

OH

11/20/1996 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (Medina OH)

OH

11/20/1996 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MEDINA OH)

Not sure if Matthew Kent Whitson is right for you?

Licenses & Designations

BC

Issued 11/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Kent Whitson. Review regulatory record here.
Not sure if Matthew Kent Whitson is right for you?