Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ouellette is a financial advisor who has been working in the industry since June 2002. Matthew is currently registered with Osaic Institutions, Inc. as a Registered Representative (RR) in Maine and New Hampshire. Previously, Matthew worked for firms such as Integrity Funds Distributor, Inc., IMS Securities, Inc., Jackson National Life Distributors, Inc., Royal Alliance Associates, Inc., Guardian Investor Services LLC, Orbitex Funds Distributor, Inc., and Putnam Mutual Funds Corp. Matthew holds several professional licenses and certifications, including the Series 6, Series 7, and Series 63 licenses. Matthew specializes in financial planning, portfolio management for individuals and businesses, and providing solicitation services for other advisors.
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.
1
2
ME
05/30/2008 - Present
Osaic Institutions, Inc. (South Berwick ME)
ND
04/25/2007 - 05/29/2008
INTEGRITY FUNDS DISTRIBUTOR, INC. (MINOT ND)
TX
07/07/2006 - 01/12/2007
IMS SECURITIES, INC. (HOUSTON TX)
TN
03/16/2004 - 02/01/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
AZ
02/17/2004 - 03/01/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/28/2001 - 12/02/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CT
05/19/2000 - 03/29/2001
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
MA
10/04/1999 - 02/24/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 10/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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