Matthew Seidel, CFP®
President at Delta Wealth Solutions, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Kansas City Metropolitan Area
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
CERTIFIED FINANCIAL PLANNER ™
CFP BoardDec, 2018- Oct, 2024 -
Series 66
FINRAMar, 2014- Oct, 2024 -
Series 7
FINRAMar, 2014- Oct, 2024
Experience
-
Delta Wealth Solutions, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
President
-
Feb 2020 - Present
-
-
-
Moloney Securities
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Nov 2017 - Feb 2020
-
-
-
Stifel Financial Corp.
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor - Stifel
-
May 2016 - Nov 2017
-
-
-
Renaissance Financial
-
United States
-
Financial Services
-
200 - 300 Employee
-
Financial Advisor
-
Jan 2014 - May 2016
-
-
-
Edward Jones
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor Intern
-
Jun 2013 - Aug 2013
-
-
Education
-
2010 - 2013
University of Missouri-Columbia
Bachelor's Degree - Magna Cum Laude, Finance
Community
You need to have a working account to view this content.
Click here to join now
