Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fleetwood is a financial advisor with over 20 years of experience in the financial services industry. Matthew is registered with Oneamerica Securities, Inc. in Florida and Indiana. Matthew holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Matthew is also a registered representative with Oneamerica Securities, Inc. and has previously been registered with TRANSAMERICA CAPITAL, INC., FIRST INVESTORS CORPORATION. Matthew offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Matthew's specialties include insurance companies, high-net-worth individuals, and individuals other than high-net-worth. Matthew's firm, Oneamerica Securities, Inc., is a well-established and reputable firm with over 20 years of experience in the financial services industry. The firm has a strong track record of providing quality financial advice to its clients.
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
IN
05/10/2011 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
05/03/2006 - 10/27/2006
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IN
05/09/2000 - 05/03/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NJ
01/21/2000 - 03/10/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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