Unclaimed
Matthew Erbacher is a financial advisor registered with Northwestern Mutual Investment Services, LLC, with over 17 years of experience in the industry. Matthew is a Series 6, Series 7, and Series 63 licensed professional, offering investment advice and guidance. Matthew is licensed to provide investment advice in 15 states, including North Carolina, South Carolina, California, Florida, and Texas.
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
NC
01/31/2007 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
BC
Issued 02/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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