Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Blocki is a financial advisor with over 9 years of experience in the industry. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Matthew is currently registered with EWA, LLC and previously worked at Northwestern Mutual Investment Services, LLC. Matthew has a specialization in working with high-net-worth individuals and is also a coach for other advisors within the Northwestern Mutual system.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
12/02/2020 - Present
EWA, LLC (PITTSBURGH PA)
PA
08/23/2011 - 06/02/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsburgh PA)
BOTH
Issued 10/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Blocki is the right advisor for you? Invested Better is here to help.
