Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Drvaric is a financial advisor with over 8 years of experience in the industry. Matthew is currently registered with Riverwater Partners LLC, a firm based in Milwaukee, Wisconsin. Prior to joining Riverwater Partners LLC, Matthew worked at WELLS FARGO FUNDS DISTRIBUTOR, LLC and ALPS DISTRIBUTORS, INC. Matthew holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Matthew is a specialist in providing investment advice to high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Matthew provides financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
10/20/2016 - Present
Riverwater Partners LLC (MILWAUKEE WI)
WI
03/26/2014 - 05/31/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
03/12/2008 - 03/24/2014
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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