Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Albert Surowiec is a financial advisor at The Leaders Group, Inc. Matthew has been in the industry since 1996. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, and Series 63 licenses. Matthew is also registered with the state of California, Colorado, Florida, Georgia, Michigan, New York, Pennsylvania, and South Carolina.
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
CO
06/17/2004 - Present
THE Leaders Group, Inc. (LITTLETON CO)
IN
07/07/2003 - 06/23/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 06/23/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/29/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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