Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Garot is a financial advisor in Green Bay, WI and has been in the industry since 2007. Matthew is registered with Packerland Brokerage Services, Inc. and is a Registered Representative (Series 6, 7, 63, and 65). Prior to joining Packerland Brokerage Services, Inc., Matthew was an advisor at Associated Investment Services, Inc. and Transamerica Financial Advisors, Inc. Matthew is licensed to provide securities and investment advisory services in 46 states, and has passed the SIE, Series 4, 24, 52, and 53 exams.
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.
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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WI
07/09/2021 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
11/03/2016 - 03/15/2021
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
09/05/2014 - 10/07/2015
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
06/14/2013 - 09/05/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
04/08/2013 - 06/10/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
05/19/2011 - 04/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/19/2005 - 05/11/2011
WADDELL & REED, INC. (BLOOMINGTON MN)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/16/2021
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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