Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Witkus is a financial advisor with over 20 years of experience in the financial industry. Matthew has held positions with State Street Research Investment Services, Inc. and Gruntal & Co., L.L.C. before joining Blackrock Financial Management, Inc. Matthew's areas of expertise include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Matthew has also provided pension consulting services for various clients. Matthew is licensed to practice in 53 states and the District of Columbia. Matthew is a Registered Investment Advisor (RIA) in Massachusetts and New York.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/03/2022 - Present
Blackrock Financial Management, Inc. (PRINCETON NJ)
MA
04/12/2001 - 10/20/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/29/1999 - 06/28/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 06/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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