Unclaimed
Matt Breunig is a financial advisor with Santander Securities LLC. Matt has been in the financial services industry since 2005. Matt has been registered with the Financial Industry Regulatory Authority (FINRA) since 2015. Matt's previous employers include Capital One Sharebuilder, Inc., Capital One Investment Services LLC, LPL Financial LLC, Wells Fargo Advisors, LLC, PNC Investments, and Banc of America Investment Services, Inc. Matt holds the Series 66, Series 7 and SIE licenses. Matt's registrations include Connecticut, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina, and Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NJ
02/05/2015 - Present
Santander Securities LLC (West Windsor NJ)
NJ
01/02/2015 - 01/23/2015
CAPITAL ONE SHAREBUILDER, INC. (LINCOLN PARK NJ)
NJ
08/03/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NUTLEY NJ)
NY
05/11/2010 - 08/01/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NJ
03/24/2009 - 04/27/2010
WELLS FARGO ADVISORS, LLC (OAKHURST NJ)
NJ
02/01/2007 - 03/06/2009
PNC INVESTMENTS (FAIR HAVEN NJ)
NJ
09/14/2005 - 02/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (EAST BRUNSWICK NJ)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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