Unclaimed
Matthew Weber is a financial advisor with Thrivent Investment Management Inc., working in the Puyallup, WA office. Matthew has been a registered representative since 2007 and has a broad range of experience. The advisor is also registered in California, New York, Oregon, and Washington. Matthew has a Series 7 and Series 66 license and is a Certified Financial Planner. Matthew’s previous experience includes work with National Planning Corporation and Investors Portfolio Services LLC.
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.
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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2
WA
07/28/2016 - Present
Thrivent Investment Management Inc. (PUYALLUP WA)
WA
01/22/2015 - 07/01/2016
NATIONAL PLANNING CORPORATION (PUYALLUP WA)
WA
05/24/2007 - 01/23/2015
THRIVENT INVESTMENT MANAGEMENT INC. (PUYALLUP WA)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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