Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carl Winarski is a financial professional with Equitable Advisors, LLC. Matthew has been in the financial services industry since November 16, 2015 and is currently registered in 15 states and holds Series 6, 7, 63, and 65 licenses. Matthew has experience with a variety of financial products and services, including financial planning, pension consulting, and portfolio management.
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
PA
09/21/2020 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
08/14/2014 - 05/18/2016
CITIZENS SECURITIES, INC. (EAST NORRITON PA)
PA
11/18/2013 - 07/09/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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