Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Peterson is a financial advisor with Strategic Wealth Group. Matthew has been in the industry since 2002 and holds Series 63, SIE, and Series 7 licenses. Matthew has provided financial planning and investment management services to a range of individuals, businesses, and charitable organizations. Prior to joining Strategic Wealth Group, Matthew was affiliated with New England Securities. Matthew's current registrations include Minnesota and Texas.
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.
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.
Referral fees
1
2
MN
12/16/2020 - Present
Strategic Wealth Group (Plymouth MN)
MN
04/04/2002 - 11/17/2014
NEW ENGLAND SECURITIES (MINNEAPOLIS MN)
BC
Issued 04/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Peterson is the right advisor for you? Invested Better is here to help.
