Unclaimed
Matthew Wickline is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Pittsburgh, PA. Matthew has been in the financial industry for over 10 years, focusing on providing personalized financial advice to clients. Matthew is committed to helping his clients achieve their financial goals by providing them with comprehensive financial planning services. Matthew has passed the Series 66, Series 7, and SIE examinations, demonstrating his commitment to professional development. Prior to joining Northwestern Mutual, Matthew worked at Symons Capital Management, Inc. and CS McKee Investment Managers.
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
PA
02/22/2022 - Present
Northwestern Mutual Investment Services, LLC (PITTSBURGH PA)
PA
04/13/2021 - 12/17/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Monroeville PA)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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