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Paul Mattke

7 Years of Experience
Milton, FL
BrokerSells Insurance

Paul Mattke is a registered investment advisor, based in Milton, FL, with 7 years of industry experience.

Location

Milton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paul is the Vice President of Freedom Financial Wealth Building Group, which is investment-related and the same as his branch. He spends full-time hours selling insurance and annuity products for new and current clients, with 120 hours per month dedicated to trading.

Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Ameritas Advisory Services, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Command Advisory Services
September 2018 - January 2023 · 4 yrs 4 mos
First Command Brokerage Services, INC.Broker
April 2018 - January 2023 · 4 yrs 9 mos
State Registrations9 states
ALFLLAMINCNENMNVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Mattke - Financial Advisor | TrueAdvisor