Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vitlin is a financial advisor who has been in the industry since January 28, 2018. Matthew is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to offer investment advice in eight states. Matthew holds a Series 63, Series 65, Series 6TO and SIE license. Matthew is a licensed agent for Northwestern Mutual Investment Services, LLC in Texas.
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
1
2
TX
09/03/2019 - Present
Northwestern Mutual Investment Services, LLC (AUSTIN TX)
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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