Unclaimed
Mathew Frank Matusiak is a financial professional with over 25 years of experience in the industry. Mathew is currently registered as a Registered Representative with PFS Investments Inc. and holds a Series 7, Series 63, Series 65 and Series 26. Mathew has previously worked for Gelber Securities, LLC and Nomura Securities International, Inc.. Mathew is licensed to provide investment advice in several states including: Illinois, Florida, Colorado and California.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/25/2013 - Present
PFS Investments Inc. (ELK GROVE IL)
IL
09/30/2003 - 04/15/2005
GELBER SECURITIES, LLC (CHICAGO IL)
IL
12/12/2000 - 03/01/2001
GELBER SECURITIES, LLC (CHICAGO IL)
NY
05/10/1994 - 06/27/2000
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 09/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mathew Matusiak is the right advisor for you? Invested Better is here to help.