Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Belniak is an investment advisor representative and registered representative with Columbia Management Investment Advisers, LLC. Matthew has been in the industry since December 2010. Matthew is registered in 53 states and the District of Columbia. Matthew has worked for several firms, including Waddell & Reed, Inc., Calamos Financial Services LLC, BMO Investment Distributors, LLC, and Foreside Financial Services, LLC. Matthew holds Series 3, 7 and 66 licenses, and has passed the SIE exam. Matthew's current employer, Columbia Management Investment Advisers, LLC, is a large investment advisor with over $427 billion in assets under management. The firm provides a variety of services, including portfolio management, financial planning, and asset liability management.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/28/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
IL
01/02/2020 - 12/20/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
03/02/2015 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
01/15/2013 - 02/11/2015
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
10/28/2010 - 12/07/2012
WADDELL & REED, INC. (SCHAUMBURG IL)
BOTH
Issued 12/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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