Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Trimble is a financial advisor with Artisan Partners Distributors LLC, located in Milwaukee, WI. Matthew has been in the industry since May 2, 2011, and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Matthew has previously worked with Foreside Financial Services, LLC, Pacific Select Distributors, LLC, OppenheimerFunds Distributor, Inc., and Hartford Life Distributors, LLC. Matthew is licensed to provide advisory services in 53 states and territories.
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.
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.
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2
WI
03/25/2024 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
ME
05/08/2023 - 03/14/2024
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
CA
06/16/2020 - 04/14/2023
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NY
07/14/2011 - 05/27/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
03/05/2010 - 07/08/2011
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
BC
Issued 04/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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