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 St Clair is a financial professional with over 17 years of experience in the financial services industry. He is currently registered with Northwestern Mutual Investment Services, LLC and has been active in the industry since 2006. Matthew holds a variety of licenses and registrations, including Series 6, 7, 63, and SIE. Matthew is also registered in a number of states across the country. In addition to his work with Northwestern Mutual, Matthew also owns PWA Holdings LLC, a legal entity that receives compensation from his personal production. Matthew is also the Treasurer of Give Back Cincinnati, a non-profit organization that focuses on community development.
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
OH
04/12/2007 - Present
Northwestern Mutual Investment Services, LLC (CINCINNATI OH)
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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