Unclaimed
Matthew Tarnow is a financial advisor with over 40 years of experience in the industry. Matthew currently works at Cambridge Investment Research, Inc. and is licensed in 22 states. Matthew previously worked at Nations Financial Group, Inc., Aegon USA Securities Inc., and Waddell & Reed, Inc. Matthew holds Series 6, 7, 22, 24, and 63 licenses.
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.
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.
1
2
IA
06/20/2023 - Present
Cambridge Investment Research, Inc. (Bettendorf IA)
IA
03/16/1998 - 06/22/2023
NATIONS FINANCIAL GROUP, INC. (BETTENDORF IA)
IA
11/01/1991 - 03/16/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
KS
10/09/1980 - 11/06/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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