Matthew Olsen (CRD# 4599314) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boca Raton, FL and has over 15 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services LLC | Boca Raton, FL | Jun 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2018 - Current | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - Current | 5 |
| Coastal Wealth | Ft Lauderdale, FL | Jul 2017 - May 2018 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2015 - Jul 2017 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2002 - Jul 2017 | 14 |
| Northwestern Mutual Investment Services, LLC | Ft. Lauderdale, FL | Oct 2002 - Jul 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
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