Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Martens is an investment advisor representative with Principal Securities, Inc., with over 10 years of experience in the financial services industry. Matthew is licensed to offer investment advice and securities products in a variety of states. Matthew has a broad range of experience in financial planning, pension consulting, and portfolio management. Matthew is a Registered Representative and Investment Advisor Representative in the state of Wisconsin, and holds multiple professional designations. Matthew has a strong track record of 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
WI
04/15/2016 - Present
Principal Securities, Inc. (WAUWATOSA WI)
BOTH
Issued 04/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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