Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Matthews is a financial advisor with over 30 years of experience. Michael is registered with Osaic Wealth, Inc., and has a Series 6, 7, 22, 63, and 65 license. Michael has previously worked with ING FINANCIAL PARTNERS, INC., JOHN HANCOCK DISTRIBUTORS, INC., and FOXHALL INVESTMENT CORPORATION. Michael holds a Series 6, 7, 22, 63, and 65 license. Michael provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MI
12/03/2015 - Present
Osaic Wealth, Inc. (Clarkston MI)
CT
05/17/1993 - 05/07/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MA
08/08/1990 - 05/17/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/08/1990 - 05/17/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/08/1985 - 12/16/1987
FOXHALL INVESTMENT CORPORATION
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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