Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Waldman is a financial advisor with Kestra Advisory Services, LLC. Matthew has over 8 years of experience in the financial services industry. Matthew is registered with FINRA as a Registered Representative and holds Series 6, 7TO and 63 licenses. Matthew is also registered with the State of New Jersey as an Investment Advisor Representative. Matthew is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Matthew specializes in providing financial planning, portfolio management, and insurance services. He has worked at several firms including Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, and Lee Nolan and Koroghlian LLC.
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.
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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TX
01/28/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
02/29/2016 - 01/19/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NJ
03/14/2014 - 02/18/2016
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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