Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthias? Claim Your ProfileMatthias Shortridge is a registered representative with Northwestern Mutual Investment Services, LLC. Matthias is located in Irvine, California, and has been in the industry since 2021. Matthias has passed the Series 63, Series 7TO, Series 6TO, and SIE exams. Matthias's previous employer was MWA Financial Services Inc.
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
CA
05/24/2022 - Present
Northwestern Mutual Investment Services, LLC (Irvine CA)
CA
05/03/2021 - 04/13/2022
MWA FINANCIAL SERVICES INC. (LAGUNA HILLS CA)
BC
Issued 03/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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