Unclaimed
Matthew Dickinson is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Matthew has been in the industry since 2016 and has experience in providing investment advice to individuals and businesses. Matthew is also registered as an Investment Advisor Representative in Missouri. Matthew holds Series 63, 66, and 7 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.
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
MO
01/23/2024 - Present
Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)
AL
08/09/2023 - 10/10/2023
LPL FINANCIAL LLC (HUNTSVILLE AL)
MO
06/21/2018 - 08/01/2022
PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)
MO
03/02/2015 - 03/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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