Unclaimed
Matthew Goodwin is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Matthew has been in the financial services industry since February 2000. He is a registered representative with FINRA and holds a Series 6, 7, 63 and 65 licenses. Matthew has experience in a wide range of financial services, including investment research, referrals to other advisors, and portfolio management for individuals and families. He is also a licensed insurance agent. Matthew Goodwin is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
GA
02/07/2000 - Present
Northwestern Mutual Investment Services, LLC (ALPHARETTA GA)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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