Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nadeau is a financial advisor with Kingswood Wealth Advisors, LLC. Matthew has been a financial advisor since 2003 and has experience in a number of different investment areas. Matthew holds the Series 6, 7, 63, and 65 licenses. He also holds the SIE exam and is a Certified Financial Planner. Matthew is a member of the Boys and Girls Club of Placer County and is a member of the Estate Planning Team.
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.
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.
Hourly consulting
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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CA
01/10/2023 - Present
Kingswood Wealth Advisors, LLC (Roseville CA)
NJ
05/10/2018 - 04/09/2021
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
MA
01/04/2010 - 05/11/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
03/16/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
WI
06/12/2003 - 05/23/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 11/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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