Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zac Rose is a financial advisor with Kestra Investment Services, LLC based in Amarillo, Texas. Matthew has been in the financial services industry since 2001. He has a Series 7 and Series 63 license and is registered in Alabama, Florida, Missouri, New Mexico, New York, Oklahoma and Texas. Matthew previously worked with AXA Advisors, LLC, NFP Securities, INC., LINSCO/PRIVATE LEDGER CORP., Northwestern Mutual Investment Services, LLC, and Chase Investment Services Corp.
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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TX
04/17/2014 - Present
Kestra Investment Services, LLC (AMARILLO TX)
TX
11/10/2005 - 04/21/2014
AXA ADVISORS, LLC (AMARILLO TX)
TX
06/15/2005 - 11/01/2005
NFP SECURITIES, INC. (AUSTIN TX)
SC
12/14/2004 - 06/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
07/16/2004 - 01/03/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IL
01/22/2003 - 05/04/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
WI
10/17/2001 - 01/31/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
08/03/2001 - 08/30/2001
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 10/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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