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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregg Matter is a financial advisor registered with Gradient Advisors, LLC, based in Arden Hills, MN. Michael has been a financial advisor for over 15 years and is experienced in providing investment and financial planning advice to individuals and businesses. Michael is a registered representative with FINRA and a licensed investment advisor. Michael is also a certified financial planner. He has experience working with clients of all ages, including those who are just starting out, those who are approaching retirement, and those who are already retired. Michael has a strong track record of helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
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2
MN
11/20/2023 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
CA
09/02/2021 - 05/26/2023
PRUCO SECURITIES, LLC. (ROSEVILLE CA)
CA
01/17/2020 - 12/23/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Sacramento CA)
CA
06/27/2016 - 03/28/2019
J.P. MORGAN SECURITIES LLC (SACRAMENTO CA)
IA
Issued 01/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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