Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bott is a financial professional with over 28 years of experience in the financial services industry. Matthew is currently registered with Creativeone Securities, LLC in Colorado. Matthew's previous experience includes roles with several firms, including Investment Financial Corporation, Investment Centers of America, Inc., National Planning Corporation, SII Investments, Inc., Princor Financial Services Corporation, and Brokers International Financial Services, LLC. Matthew is a well-rounded financial professional with a broad range of experience in the financial services industry, including experience as a Registered Representative, Financial Advisor, and Principal.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
KS
01/01/2025 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
WI
03/01/2016 - 02/21/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
03/01/2016 - 02/21/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
03/01/2016 - 02/21/2018
NATIONAL PLANNING CORPORATION (DENVER CO)
WI
03/01/2016 - 02/21/2018
SII INVESTMENTS, INC. (APPLETON WI)
CO
12/13/2013 - 03/01/2016
PRINCOR FINANCIAL SERVICES CORPORATION (Denver CO)
OR
01/14/2008 - 11/21/2013
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (GRANTS PASS OR)
CO
01/29/2003 - 01/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
OH
09/26/2002 - 01/10/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
07/19/2002 - 01/10/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CO
04/14/2000 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
08/16/2000 - 10/23/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
05/02/2000 - 10/23/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
OH
04/20/2000 - 09/14/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
05/02/2000 - 07/31/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IA
07/14/1998 - 08/15/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
01/02/1997 - 07/13/1998
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
08/02/1994 - 01/01/1997
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2009
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/31/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/1999
Series 4 - Registered Options Principal Examination
BC
Issued 12/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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