Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Matosziuk is a financial advisor with over 35 years of experience. Edward is registered with Ameriprise Financial Services, LLC. Edward has been a licensed agent since 1984 and holds a Series 7, 9, 10, 63, and 65 licenses. Edward has experience in various investment products and services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Edward's firm is located in Hollidaysburg, PA, and Edward works out of the Hollidaysburg, PA, branch office.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
PA
04/01/2019 - Present
Ameriprise Financial Services, LLC (Hollidaysburg PA)
PA
05/05/2006 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (HOLLIDAYSBURG PA)
NJ
02/03/1988 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
06/20/1984 - 02/18/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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