Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Langis is a financial advisor registered with Osaic Institutions, Inc. with over 25 years of experience in the financial services industry. Matthew has a strong background in providing a range of services including financial planning and portfolio management. Matthew is also licensed to provide services in a variety of states.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for 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.
A percentage of the total value of assets under management is charged.
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2
MA
09/24/2001 - Present
Osaic Institutions, Inc. (Gloucester MA)
WI
04/01/1998 - 11/29/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
02/24/1997 - 03/30/1998
FIS SECURITIES, INC. (BOSTON MA)
IN
01/17/1996 - 12/12/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
MA
01/02/1996 - 01/16/1996
FIS SECURITIES, INC. (BOSTON MA)
IN
08/11/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
MA
01/05/1993 - 08/11/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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