Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Patterson is a financial advisor who has been in the industry since 2018. He is currently registered with Northwestern Mutual Investment Services, LLC in Wenatchee, WA. His prior experience includes working for WELLS FARGO CLEARING SERVICES, LLC, also in Wenatchee, WA. Matthew holds licenses for Series 6, Series 63, and SIE. He is a licensed representative of the state of Washington and is also registered in Arizona, California, Illinois, and Texas.
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
WA
03/21/2023 - Present
Northwestern Mutual Investment Services, LLC (WENATCHEE WA)
WA
09/20/2018 - 03/07/2023
WELLS FARGO CLEARING SERVICES, LLC (WENATCHEE WA)
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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