Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rowe Sweet is a financial advisor with over 17 years of experience in the industry. Matthew has been with Osaic Institutions, Inc. since 2017. Prior to that, Matthew was associated with Raymond James Financial Services, Inc. and Infinex Investments, Inc. Matthew is a Registered Representative and Investment Advisor Representative in the state of Connecticut. Matthew offers a variety of financial services, including financial planning, investment management, and educational seminars. Matthew is also a licensed insurance agent.
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
CT
09/05/2017 - Present
Osaic Institutions, Inc. (Goshen CT)
CT
08/20/2010 - 07/21/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (Torrington CT)
CT
11/10/2006 - 08/20/2010
INFINEX INVESTMENTS, INC. (LITCHFIELD CT)
NA
01/03/1991 - 05/02/1991
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/03/1991 - 05/02/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
09/12/1990 - 11/29/1990
PRUCO SECURITIES CORPORATION
NA
09/12/1990 - 11/29/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 11/16/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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