Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wayne Grimlie is a financial professional with over 12 years of experience in the financial services industry. Matthew is currently registered with Osaic Wealth, Inc. and has previously held positions with PRUCO SECURITIES, LLC., PRINCIPAL SECURITIES, INC., SCOTTRADE, INC., and TD AMERITRADE, INC. Matthew is a Series 7, Series 24, and Series 66 licensed professional. He is a dedicated financial advisor that provides comprehensive financial planning services, educational seminars, and portfolio management for businesses and individuals. Matthew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
SD
02/05/2024 - Present
Osaic Wealth, Inc. (SIOUX FALLS SD)
SD
04/24/2018 - 02/05/2024
PRUCO SECURITIES, LLC. (Sioux Falls SD)
NE
06/16/2016 - 04/13/2018
PRINCIPAL SECURITIES, INC. (OMAHA NE)
MO
12/20/2013 - 04/27/2016
SCOTTRADE, INC. (ST LOUIS MO)
FL
02/11/2011 - 11/25/2013
TD AMERITRADE, INC. (WEST PALM BEACH FL)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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