Unclaimed
Matthew William Schmit is a financial advisor with Northwestern Mutual Investment Services, LLC in Franklin, Wisconsin. Matthew has been in the industry since February 15, 2018 and is registered with FINRA and 21 states. Matthew holds the Series 6, Series 26, Series 63 and SIE licenses. Matthew is able to provide investment research and referrals to other advisors.
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
WI
02/16/2018 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
BC
Issued 03/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Schmit is the right advisor for you? Invested Better is here to help.