Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sak is a financial professional with over 11 years of experience in the industry. Matthew holds the Series 6, Series 63, and SIE licenses. Matthew is currently registered with Athene Securities, LLC, and is located in West Des Moines, Iowa. Previously, Matthew worked for Symetra Securities, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp.
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.
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.
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2
IA
07/06/2023 - Present
Athene Securities, LLC (WEST DES MOINES IA)
WA
01/23/2014 - 06/22/2023
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (NORTH BEND WA)
WA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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