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 Marsh is a financial professional based in Sherman Oaks, California. Matthew has been in the financial industry since April 2008, and is currently registered with Allstate Financial Services, LLC. Matthew has a Series 6 license to sell investment company products and variable contracts, as well as a Series 63 license for securities registration in California. Matthew has been registered with Allstate Financial Services, LLC for a long period of time, initially from March 2007 to June 2022. Matthew is currently registered in California, and has been actively registered since July 2023.
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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CA
07/17/2023 - Present
Allstate Financial Services, LLC (Sherman Oaks CA)
CA
03/19/2007 - 06/15/2022
ALLSTATE FINANCIAL SERVICES, LLC (SHERMAN OAKS CA)
BC
Issued 04/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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