Unclaimed
Matthew Rusthoven is a financial advisor based in Scottsdale, Arizona. Matthew is currently registered with Osaic Wealth, Inc. Matthew has been in the financial services industry since 1996. Matthew holds several licenses including Series 6, Series 7, Series 24, Series 52, and Series 63. Matthew provides financial planning, investment management services, and portfolio management for individuals, businesses, and pension plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
AZ
02/03/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/18/1998 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
02/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/03/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
06/19/1996 - 11/14/1997
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NJ
08/30/1993 - 08/24/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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