Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dansker is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Lincoln Investment and Capital Analysts, both of which are based in New Jersey. Matthew also holds licenses for a number of other states and works with clients in California, Connecticut, Minnesota, Nevada, New York, and Pennsylvania. Matthew specializes in providing financial planning, portfolio management, and other investment advisory services. Prior to joining Lincoln Investment, Matthew worked at WTS Proprietary Trading Group LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
01/15/2015 - Present
Lincoln Investment (MARLTON NJ)
NY
01/15/2013 - 05/28/2013
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NJ
06/29/2007 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARLTON NJ)
NJ
10/17/1997 - 07/06/2007
A. G. EDWARDS & SONS, INC. (MARLTON NJ)
BOTH
Issued 01/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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