Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lebowski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry for over 2 years. Prior to joining Merrill Lynch, Matthew worked as a financial advisor for CHARLES SCHWAB & CO., INC. Matthew's background includes experience in various industries such as insurance, customer service, and hospitality. He holds Series 7, Series 63 and Series 66 licenses. Matthew is registered to provide investment advice in 19 states. Matthew specializes in providing financial advice to individuals, high-net-worth individuals, corporations and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
07/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWOOD VILLAGE CO)
CO
06/22/2021 - 05/06/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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