Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Yerkes is a financial advisor who has been in the industry since December 2015. He has been registered with Osaic Wealth, Inc. since January 2024 and previously worked with Woodbury Financial Services, Inc. and RBC Capital Markets, LLC. Matthew holds Series 66, SIE, and Series 7 securities licenses and is registered with the states of Arizona, California, Colorado, Florida, Illinois, Michigan, Minnesota, New Jersey, New Mexico, North Carolina, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. Matthew is a licensed agent for Ferrito & O'Gorman Financial Group, offering insurance products. Matthew specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WAUKESHA WI)
WI
09/07/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUKESHA WI)
WI
12/16/2015 - 09/18/2018
RBC CAPITAL MARKETS, LLC (MILWAUKEE WI)
BOTH
Issued 02/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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