Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Andersen is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with Westlake Asset Management, LLC, a firm that specializes in providing financial advice and portfolio management services to individuals. Previously, Matthew worked for a number of firms, including Independent Investment Bankers, Corp., Westlake Securities, NFP Securities, Inc., M Holdings Securities, Inc., Clark Securities, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Matthew holds a variety of licenses and certifications, including the Series 6, 7, 24, 27, 63, 65, 79, 99TO, and SIE exams. Matthew has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality of service. Matthew is also involved in the community and serves on the board of Firstclose.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/13/2021 - Present
Westlake Asset Management, LLC (AUSTIN TX)
TX
09/19/2017 - 12/23/2020
INDEPENDENT INVESTMENT BANKERS, CORP. (Austin TX)
TX
07/16/2014 - 09/26/2017
WESTLAKE SECURITIES (AUSTIN TX)
TX
12/18/2007 - 04/28/2014
NFP SECURITIES, INC. (AUSTIN TX)
IL
02/09/2005 - 09/07/2007
M HOLDINGS SECURITIES, INC. (DEERFIELD IL)
NC
01/07/2002 - 02/01/2005
CLARK SECURITIES, INC. (GREENSBORO NC)
WI
08/21/1998 - 03/06/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/04/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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