Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Quick is a registered representative with Principal Asset Management. Matthew has been working in the financial industry since 2013. Matthew is registered with the state of Iowa and is also a FINRA registered representative. Matthew is licensed to provide investment advice to individuals, businesses, and pooled investment vehicles. Matthew has experience working with Principal Securities, Inc., Principal Funds Distributor, Inc., Athene Securities, LLC, and JBS Liberty Securities, Inc. Matthew has Series 63, Series 66 and Series 7 licenses. Matthew is also licensed with the Securities Industry Essentials Examination. Matthew is a licensed representative for both Principal Asset Management and Principal Global Investors, LLC and provides services for both firms.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
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2
IA
01/20/2017 - Present
Principal Asset Management (Des Moines IA)
IA
04/18/2017 - 11/14/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
01/12/2016 - 01/20/2017
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
01/12/2016 - 01/20/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/19/2015 - 01/21/2016
ATHENE SECURITIES, LLC (WEST DES MOINES IA)
IA
05/05/2014 - 06/15/2015
JBS LIBERTY SECURITIES, INC. (WEST DES MOINES IA)
IA
06/29/2012 - 03/26/2013
AXA ADVISORS, LLC (WEST DES MOINES IA)
BOTH
Issued 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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