Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nordmann is a financial advisor who has been in the industry for over 30 years. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has held various positions in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Michigan and Texas. Matthew provides financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (EAST LANSING MI)
MI
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (EAST LANSING MI)
MI
11/24/2003 - 12/05/2017
INVEST FINANCIAL CORPORATION (E. Lansing MI)
MA
12/05/2001 - 11/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IN
12/08/1993 - 12/19/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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