linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Jeffery marques Matuszak

Dynamic Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Jeffery marques Matuszak

David Matuszak is an Investment Advisor Representative with Dynamic Wealth Advisors. David has been in the industry since 1996 and has passed several exams including Series 65, 66, 7 and 2. David has experience in providing investment advisory services to individuals, families, and small businesses, as well as to charitable organizations. David is registered with the state of Arizona. David Matuszak’s previous employment includes New England Securities.

Firm Information

David Matuszak is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor headquartered in Phoenix, Arizona, managing over $4.8 billion in assets for individuals, corporations, charitable organizations, pension plans, and other institutions. The firm provides financial planning, portfolio management, and other advisory services, including educational seminars and model portfolio services for third-party programs. They are licensed in multiple states across the US and serve clients nationwide.
Dynamic Wealth Advisors

2415 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$4.83B

Assets Under Management

60

Total Clients

89

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

model portfolio adviser services for third party program

Model portfolio adviser services for third party program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Asset-based and flat fees for model portfolio adviser services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Matuszak’s Registration & Firm History

AZ

05/06/2019 - Present

Dynamic Wealth Advisors (PHOENIX AZ)

NY

06/23/2003 - 02/03/2006

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if David Jeffery marques Matuszak is right for you?

Licenses & Designations

BOTH

Issued 03/10/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/2003

Series 7 - General Securities Representative Examination

BC

Issued 03/21/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Jeffery marques Matuszak.
Not sure if David Jeffery marques Matuszak is right for you?