Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Larson is a registered investment advisor representative with MMA Securities LLC. Matthew has been in the industry since 2024 and holds Series 63, 65, and SIE licenses. Matthew has experience providing advisory services to retirement plan participants. Matthew is also an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC, and conducts non-investment related business activities for MMA.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
MN
08/14/2024 - Present
MMA Securities LLC (Minneapolis MN)
IA
Issued 08/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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