Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barry Matt is a financial advisor currently registered with Belpointe Asset Management LLC. William has a diverse background in the financial industry with experience in a variety of firms including New England Securities, MetLife Securities Inc., MML Investors Services, LLC, and SagePoint Financial. William holds Series 6, 7, and 63 securities licenses, as well as the SIE exam. William is a Certified Financial Planner and is licensed to provide financial advice in Wisconsin.
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.
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
NV
09/19/2022 - Present
Belpointe Asset Management LLC (RENO NV)
WI
02/09/2018 - 02/24/2022
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
03/25/2017 - 02/15/2018
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
04/17/1989 - 01/02/2015
NEW ENGLAND SECURITIES (BROOKFIELD WI)
NA
07/18/1985 - 04/24/1989
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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