Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Olsen is a financial advisor based in Boca Raton, Florida. Matthew is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the financial services industry since January 2003. Matthew Olsen is also a registered investment advisor representative and is licensed to provide investment advisory services in Florida.
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
FL
06/13/2018 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
FL
07/17/2017 - 05/23/2018
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
01/08/2003 - 07/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT LAUDERDALE FL)
IA
Issued 09/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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