Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Steven Leclair is a financial professional with over 15 years of experience in the industry. Matthew Leclair is currently registered with Osaic Wealth, Inc. in Rhinelander, WI. Prior to joining Osaic Wealth, Inc., Matthew Leclair was associated with SAGEPOINT FINANCIAL, INC.. Matthew Steven Leclair holds licenses for Series 6, Series 63, Series 6TO and SIE, and is registered in Arizona, California, Florida, Illinois, Michigan, Minnesota, Oregon, Texas, and Wisconsin. Matthew Steven Leclair specializes in a wide range of investment solutions, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
1
2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (RHINELANDER WI)
WI
03/16/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RHINELANDER WI)
WI
06/30/2008 - 04/23/2013
SAGEPOINT FINANCIAL, INC. (RHINELANDER WI)
BC
Issued 03/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Leclair is the right advisor for you? Invested Better is here to help.
