Unclaimed
Matthew Gall is a financial advisor with Thrivent Investment Management Inc. Matthew has been in the financial services industry since April 2011. Matthew holds multiple licenses including Series 6, 7, 26, 63 and 65. Matthew's previous experience includes working at Weitz Securities, Inc., Ceros Financial Services, Inc., Pacific Select Distributors, LLC, and PFS Investments Inc. Matthew is registered to provide financial advice in Florida, Iowa, Kansas, Missouri, Nebraska and Texas.
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.
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.
1
2
NE
06/28/2024 - Present
Thrivent Investment Management Inc. (Falls City NE)
NE
08/25/2022 - 01/02/2023
WEITZ SECURITIES, INC. (OMAHA NE)
MD
05/22/2020 - 08/02/2022
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
NE
10/18/2017 - 02/18/2020
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
08/30/2010 - 10/16/2017
PFS INVESTMENTS INC. (OMAHA NE)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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