Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Mullin is a financial advisor currently registered with Osaic Wealth, Inc. in Lincoln, Nebraska. Matthew is also registered in 24 other states as a broker-dealer, as well as in Nebraska as an investment advisor. Matthew has over 20 years of experience in the financial industry and specializes in providing financial planning services to a wide range of clients, including individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
10/01/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LINCOLN NE)
NE
06/22/2000 - 10/03/2012
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
01/19/1999 - 06/16/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 04/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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