Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wegehaupt is a financial advisor with Stifel, Nicolaus & Company, Inc. Matthew has been in the industry since May 2013. Matthew holds licenses in multiple states and has experience working with a wide range of clients including individuals, businesses, charitable organizations, and insurance companies. Matthew specializes in providing a range of financial services, including financial planning, portfolio management, and pension consulting. Matthew is dedicated to providing personalized financial advice that meets each client's unique needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
12/01/2022 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
05/22/2013 - 11/30/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Wegehaupt is the right advisor for you? Invested Better is here to help.
