Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Matzke is a financial advisor with Momentum Independent Network Inc. and Hilltop Securities Inc. Andrew has over 11 years of experience in the financial industry. Andrew is licensed to sell securities in Texas. Andrew holds the Series 63, Series 66, Series 7, and Series 7TO licenses. Andrew specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Andrew's firm manages over $1.1 billion in assets.
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.
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.
12b-1 fees
1
2
TX
07/31/2024 - Present
Momentum Independent Network Inc. (DALLAS TX)
PA
10/15/2021 - 12/31/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
TX
02/16/2018 - 07/25/2019
NYLIFE SECURITIES LLC (DALLAS TX)
TX
05/05/2015 - 04/27/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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