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 Ogier is a financial advisor currently registered with Robert W. Baird & Co. Inc. in Camden, Maine. Matthew has been in the financial services industry since 1994 and has held previous positions with Wells Fargo Clearing Services, LLC, RBC Capital Markets Corporation, Morgan Stanley DW Inc., Legg Mason Wood Walker, Incorporated, and Sun Investment Services Company. Matthew is licensed to provide financial advice in 20 states, including Maine, Texas, and New York.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
ME
05/04/2017 - Present
Robert W. Baird & Co. Inc. (Camden ME)
ME
10/02/2009 - 05/05/2017
WELLS FARGO CLEARING SERVICES, LLC (CAMDEN ME)
ME
03/26/2004 - 10/09/2009
RBC CAPITAL MARKETS CORPORATION (PORTLAND ME)
NY
11/15/1996 - 03/29/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
01/31/1995 - 10/21/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
05/20/1994 - 12/05/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 10/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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