Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lesnikowski is a financial advisor with Saxony Capital Management, LLC. Matthew has over 30 years of experience in the financial services industry. Matthew has been registered with the Financial Industry Regulatory Authority (FINRA) since 1989. Matthew is a Registered Representative of and Investment Advisor Representative for Saxony Capital Management, LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MN
01/03/2025 - Present
Saxony Capital Management, LLC (Minnetrista MN)
NY
10/21/2014 - 07/29/2021
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
MA
07/22/2004 - 10/09/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
07/01/2003 - 08/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/17/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1997 - 04/02/1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/14/1989 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1989
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 01/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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