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 Stanek is a financial advisor with Equitable Advisors, LLC. He has been in the financial services industry since 2009 and has experience working with a wide range of clients, including individuals, families, and businesses. Matthew holds Series 6, 7, 63, and 66 licenses and has a SIE certification. He is licensed to provide advisory services in Connecticut, Florida, Maine, New Jersey, New York, Pennsylvania, and Texas.
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.
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.
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
NJ
03/08/2021 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
10/31/2016 - 10/20/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hackensack NJ)
NJ
10/01/2012 - 11/02/2016
J.P. MORGAN SECURITIES LLC (UPPER MONTCLAIR NJ)
NJ
10/26/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (UPPER MONTCLAIR NJ)
BOTH
Issued 01/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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