Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Champion is a financial advisor with Osaic Wealth, Inc., a company that manages more than $94 billion in assets. He is registered in 38 states and holds several licenses and certifications. Matthew has been a financial advisor since 2005. He specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew is also a Certified Financial Planner.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (SYRACUSE NY)
NY
12/13/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
07/29/2005 - 12/13/2017
PRUCO SECURITIES, LLC. (DEWITT NY)
IA
Issued 02/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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