Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matzko is an investment advisor representative with Carson Partners, located in Omaha, NE. David has been in the industry since 1998 and has experience with Merrill Lynch, Fidelity Brokerage Services, Diversified Investors Securities, Morgan Stanley, Lincoln Financial Advisors Corporation, and LPL Financial LLC. David has obtained the Series 3, Series 7, and Series 66 licenses. David is a senior analyst, investment research for Carson Partners and Carson Group Holdings, specializing in the securities industry.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
05/16/2024 - Present
CWM, LLC (OMAHA NE)
SC
09/24/2018 - 04/02/2024
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/24/2018 - 07/18/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CHARLOTTE NC)
SC
03/15/2012 - 04/02/2018
MORGAN STANLEY (CHARLESTON SC)
OH
05/25/2011 - 01/10/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (WEST CHESTER OH)
OH
12/14/2009 - 02/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
KY
12/11/1996 - 01/13/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 02/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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