Unclaimed
Matthew McCormick is a financial professional with over 17 years of experience in the industry. Matthew is a registered representative of Northwestern Mutual Investment Services, LLC and is licensed in 23 states. Matthew is dedicated to helping individuals and families achieve their financial goals. Matthew's experience, knowledge and commitment to providing exceptional service make him a valuable resource for anyone seeking financial advice.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
01/11/2006 - Present
Northwestern Mutual Investment Services, LLC (York PA)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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