Unclaimed
Matthew Gieryn is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been in the financial services industry since 2001. Matthew has experience in providing investment advice and portfolio management for individuals and families. Matthew is also a registered representative of Northwestern Mutual Investment Services, LLC and holds the Series 7, 9, 10, 24, 63, and 65 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
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 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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