Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dominic Woryn is a registered Investment Advisor Representative with Edelman Financial Engines. Matthew has been in the financial services industry for over 16 years. He is registered in the state of Michigan. Previously, Matthew was employed with a number of firms including Allstate Financial Services, LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., LPL Financial Corporation, and Thrivent Investment Management Inc.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
11/30/2016 - Present
Edelman Financial Engines (NORTHVILLE MI)
MI
06/10/2013 - 09/05/2014
ALLSTATE FINANCIAL SERVICES, LLC (LIVONIA MI)
MI
07/24/2012 - 06/13/2013
LPL FINANCIAL LLC (WYANDOTTE MI)
MI
12/21/2010 - 07/26/2012
CUNA BROKERAGE SERVICES, INC. (ROMULUS MI)
MI
12/10/2009 - 08/02/2010
LPL FINANCIAL CORPORATION (FERNDALE MI)
MI
08/18/2005 - 12/15/2009
CUNA BROKERAGE SERVICES, INC. (FERNDALE MI)
MN
05/19/2003 - 08/09/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 05/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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