Unclaimed
Matthew Schuster is a financial professional with over 20 years of experience in the industry. Matthew is registered with Northwestern Mutual Investment Services, LLC and has been with them since November 2015. Previously Matthew was employed with Robert W. Baird & Co. Incorporated. Matthew holds the Series 6 and Series 63 licenses and has the SIE Exam. Matthew is registered in 7 states, including Connecticut, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NY
11/26/1999 - Present
Northwestern Mutual Investment Services, LLC (WHITE PLAINS NY)
WI
02/22/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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