Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew O'Connell is a financial advisor registered with Thrivent Advisor Network, LLC. Matthew has been in the industry for over nine years and holds the Series 7TO, Series 66, and SIE licenses. Matthew's areas of expertise include financial planning, 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.
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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MN
06/21/2024 - Present
Thrivent Advisor Network, LLC (EDINA MN)
MN
07/03/2023 - 08/02/2024
PURSHE KAPLAN STERLING INVESTMENTS (Edina MN)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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