Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Luke Wyckoff is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc., and has been with the firm since June 14, 2024. Prior to joining Osaic Wealth, Inc., Matthew was with Securities America, Inc., from March 29, 2024, to June 14, 2024. Matthew holds a Series 63, Series 6TO, Series 6, SIE, and Series 26 licenses. Matthew has specialized in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Matthew is committed to providing personalized financial advice and helping 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.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (HOLLYWOOD CA)
CA
03/29/2024 - 06/14/2024
SECURITIES AMERICA, INC. (HOLLYWOOD CA)
CA
05/15/2007 - 07/20/2012
FIRST BROKERAGE AMERICA, L.L.C. (WOODLAND HILLS CA)
CA
02/05/2003 - 12/20/2006
CITICORP INVESTMENT SERVICES (WOODLAND HILLS CA)
CA
12/21/1998 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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