Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew L. Diamond is a financial advisor based in Carlsbad, CA. He has been in the financial industry since May 2013 and holds a Series 63, Series 65, Series 7, and Series 6TO licenses. Currently, Matthew is registered with Oneamerica Securities, Inc. He also has prior experience with other firms including THE LEADERS GROUP, INC., ALLSTATE FINANCIAL SERVICES, LLC, LINSCO/PRIVATE LEDGER CORP., NYLIFE SECURITIES INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Matthew provides services such as financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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
CA
07/17/2024 - Present
Oneamerica Securities, Inc. (Carlsbad CA)
CO
01/14/2022 - 11/22/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/21/2019 - 01/27/2022
ALLSTATE FINANCIAL SERVICES, LLC (San Diego CA)
CA
11/10/2006 - 06/12/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
NY
04/26/2004 - 07/06/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
11/04/1998 - 12/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1998 - 12/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/21/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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