Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Witten is a financial advisor with over 7 years of experience in the financial services industry. Matthew currently works as a Registered Representative with MML Investors Services, LLC. Prior to that, Matthew Witten worked at NYLIFE SECURITIES LLC in Portland, OR. Matthew is licensed to provide investment advice in Oregon, Arizona, California, Hawaii, Nevada, Washington, Pennsylvania and Texas. Matthew Witten holds a Series 6, 7, 63 and 66 licenses. Matthew Witten is also a CERTIFIED FINANCIAL PLANNER™.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OR
01/06/2021 - Present
MML Investors Services, LLC (LAKE OSWEGO OR)
OR
02/17/2012 - 07/08/2019
NYLIFE SECURITIES LLC (PORTLAND OR)
BOTH
Issued 08/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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