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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wollick is a financial advisor with Edelman Financial Engines in Plymouth Meeting, PA. Matthew has been in the financial services industry since 1996, and has experience in various roles at firms such as EF Legacy Securities, LLC, USAA Financial Advisors, Inc., Vanguard Marketing Corporation, and American Express Financial Advisors Inc. Matthew has expertise in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Matthew is also a Certified Financial Planner. Matthew is registered with the state of Pennsylvania and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
09/06/2019 - Present
Edelman Financial Engines (WEST CONSHOHOCKEN PA)
NY
08/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WHITE PLAINS NY)
PA
08/17/2011 - 07/29/2016
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
PA
03/30/2000 - 08/11/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
03/13/1996 - 03/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/13/1996 - 03/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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