Unclaimed
Matthew Gieryn is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC based in Milwaukee, WI. Matthew has been in the industry since 2000. Matthew holds the Series 7, 63, 9, 10, 24, and 65 licenses and is registered to offer investment advice in Wisconsin.
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
WI
08/15/2012 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IN
07/11/2000 - 06/06/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/11/2000 - 06/06/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 8/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/6/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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