Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Pardieck is a financial advisor with over 20 years of experience in the industry. Matthew has worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc.. Currently, Matthew is a Managing Principal at Harbour Wealth Management Group, Inc.. Matthew is a Certified Financial Planner and a Chartered Financial Consultant. Matthew holds multiple securities licenses including Series 6, 7, 9, 10, 63, and 65 and is registered to provide investment advisory services in South Carolina and Texas. Matthew specializes in providing financial planning services to individuals, families, and businesses. Matthew also provides investment management services to individuals and families.
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.
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
SC
09/21/2021 - Present
Harbour Wealth Management Group, Inc. (DANIEL ISLAND SC)
SC
02/24/2012 - 08/06/2021
RAYMOND JAMES & ASSOCIATES, INC. (MT. PLEASANT SC)
SC
03/10/2005 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. PLEASANT SC)
NC
06/07/2002 - 03/11/2005
PALMER & CAY SECURITIES CORPORATION (CHARLOTTE NC)
IN
04/02/2001 - 06/03/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
WI
07/10/1995 - 10/01/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/10/1995 - 10/01/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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