Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Malvitz is a financial advisor with LPL Financial LLC, located in Elkhorn, Wisconsin. Matthew has been in the financial industry since October 3, 2015. Matthew is a registered representative in Texas and Wisconsin. Matthew is also a registered investment advisor representative in Texas and Wisconsin. Matthew has experience with various financial products and services, including investments, insurance, and financial planning. Matthew is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/20/2023 - Present
LPL Financial LLC (ELKHORN WI)
WI
06/02/2017 - 06/21/2023
EDWARD JONES (DELAVAN WI)
WI
09/24/2015 - 05/22/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JANESVILLE WI)
BOTH
Issued 07/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Malvitz is the right advisor for you? Invested Better is here to help.
