Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Querze is a financial advisor with over 10 years of experience in the financial services industry. He is a registered representative with LPL Financial LLC and a registered investment advisor in Connecticut and Texas. Matthew has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He specializes in providing financial planning, investment management, and retirement planning services.
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.
Consulting and other non-discretionary advisory services
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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CT
12/11/2023 - Present
LPL Financial LLC (STAMFORD CT)
CT
09/01/2023 - 12/12/2023
OSAIC WEALTH, INC. (STAMFORD CT)
CT
12/11/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STAMFORD CT)
BOTH
Issued 01/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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