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 Pietzak is a financial advisor with Verdence Capital Advisors, LLC. Matthew has over 20 years of experience in the financial services industry. Matthew is a Certified Financial Planner and holds the Series 7, Series 63 and Series 65 licenses. Prior to joining Verdence Capital Advisors, LLC, Matthew worked at PNC Investments, Vantage Private Wealth, LLC and Wells Fargo Advisors, LLC. Matthew specializes in financial planning, portfolio management, and investment consulting for individuals, families, and businesses.
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.
Consulting
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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MD
07/20/2023 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
FL
07/06/2012 - 01/11/2017
PNC INVESTMENTS (NAPLES FL)
GA
05/26/2005 - 04/13/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
MA
11/06/2003 - 04/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/22/2001 - 10/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
12/15/1999 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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