Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dobbins is an active investment advisor representative registered with Principal Securities, Inc. Matthew has been in the industry since October 1999. Matthew is registered in several states including Minnesota, Wisconsin, Montana, and Indiana. Matthew has been registered with Principal Securities, Inc. since June 2023. Before that, Matthew was registered with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Matthew has also worked for Thrivent Financial for Lutherans, Principal Life Insurance, and Cannaday Bloom Wealth and Insurance Solutions. Matthew is also licensed to sell insurance products in Minnesota.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
06/06/2023 - Present
Principal Securities, Inc. (LAKE ELMO MN)
MN
07/01/2002 - 06/05/2023
THRIVENT INVESTMENT MANAGEMENT INC. (White Bear Lake MN)
MN
11/01/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 02/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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