Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Losse is a financial advisor registered with Prosperity Capital Advisors, with approximately 280 clients. Matthew is registered with the state of Missouri and is Series 63, Series 6TO and SIE licensed. Matthew has been in the financial industry since 2022 and has worked with Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Wealth Management Company.
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.
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.
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.
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MO
02/18/2025 - Present
Prosperity Capital Advisors (St. Louis MO)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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