Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blecker is a financial advisor with over 20 years of experience in the industry. Matthew is a registered representative of Osaic Wealth, Inc. and has a wide range of experience and expertise in various areas of financial planning. Matthew holds the Series 66, Series 7, Series 24, and Series 51 licenses as well as designations such as Certified Financial Planner and Chartered Financial Analyst. He is licensed to provide financial advice in several states including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Matthew is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized advice and strategies.
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.
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.
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2
NY
01/27/2012 - Present
Osaic Wealth, Inc. (NANUET NY)
CT
01/23/2002 - 10/05/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
FL
12/07/2001 - 02/04/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
08/10/2000 - 12/13/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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