Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Manning is a financial advisor with Osaic Wealth, Inc. based in CELINA, TX. Matthew has been in the industry since 2005 and specializes in a variety of financial products and services. Matthew has extensive experience with individual clients as well as corporations, businesses, and charitable organizations. Matthew holds licenses in several states and is an active member of the financial community. Prior to joining Osaic Wealth, Inc., Matthew was with MML Investors Services, LLC and MetLife Securities Inc.
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
TX
12/13/2023 - Present
Osaic Wealth, Inc. (CELINA TX)
TX
10/01/2010 - 12/15/2023
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
02/16/2005 - 09/14/2010
METLIFE SECURITIES INC. (DALLAS TX)
TX
02/16/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
IA
Issued 08/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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