Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reji? Claim Your ProfileReji P. Mathews is a financial advisor with over 30 years of experience in the financial industry. Reji currently works with Osaic Wealth, Inc. in Houston, TX. Previously, Reji has held positions with FSC Securities Corporation, Advantage Capital Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Reji specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (HOUSTON TX)
CA
10/17/1997 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (NEVADA CITY CA)
MA
11/26/1991 - 08/28/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/26/1991 - 08/28/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
11/21/1988 - 05/31/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/1988 - 05/31/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
07/14/1988 - 10/01/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
07/14/1988 - 10/01/1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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