Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Scherer is an active registered investment advisor representative with Osaic Wealth, Inc. located in Omaha, NE. Matthew has been working in the financial services industry since 2015. Prior to joining Osaic Wealth, Inc., Matthew worked for Woodbury Financial Services, Inc., Questar Capital Corporation, MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Matthew is licensed to provide investment advisory services in Iowa, Nebraska, and Florida. Matthew holds licenses for Series 6, Series 63, and Series 65.
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
NE
01/19/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OMAHA NE)
NE
01/24/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OMAHA NE)
NE
05/02/2016 - 01/26/2018
MML INVESTORS SERVICES, LLC (OMAHA NE)
NE
09/03/2015 - 04/20/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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