Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Oelschlager is a financial advisor with over 9 years of experience in the financial services industry. He currently works at Allstate Financial Advisors, LLC and has been registered with the firm since June 2019. Previously, Matthew was with Equity Services, Inc. from August 2018 to May 2019. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Series 6, 7, and 63 licenses, and has a SIE designation. Matthew is registered to offer investment advice in Arizona, California and Washington.
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.
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Third party advisory fees
1
2
CA
06/11/2019 - Present
Allstate Financial Advisors, LLC (Los Alamitos CA)
CA
08/02/2018 - 05/09/2019
EQUITY SERVICES, INC. (NEWPORT BEACH CA)
CA
07/22/2014 - 12/16/2016
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
06/17/2011 - 06/06/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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