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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matulewicz is an investment advisor representative associated with Holos Integrated Wealth. David has been working in the financial services industry for 17 years. He is a licensed advisor in Delaware, Florida, Louisiana, New Jersey, Pennsylvania and Texas. David has passed his Series 6, 7, 10, 9 and 65 exams and his SIE Exam. David's current firm, Holos Integrated Wealth, offers financial planning and portfolio management services for individuals and businesses. David works with a diverse group of clients, including high net worth individuals, and individuals other than high-net-worth. He also provides other services, including insurance and benefits. Previous experience includes Arkadios Capital and Triad Advisors.
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.
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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PA
03/18/2024 - Present
Holos Integrated Wealth (KENNETT SQUARE PA)
PA
06/30/2020 - 12/31/2023
ARKADIOS CAPITAL (Kennett Square PA)
PA
01/15/2016 - 07/08/2020
TRIAD ADVISORS LLC (Exton PA)
PA
01/17/2006 - 01/19/2016
WELLS FARGO ADVISORS, LLC (WAYNE PA)
NY
05/26/2005 - 02/08/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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