Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Balecki is a financial advisor with Citigroup Global Markets Inc., having joined the firm in June 2023. Matthew has been in the industry since April 2008. Prior to Citigroup Global Markets Inc., Matthew worked at WELLS FARGO CLEARING SERVICES, LLC, U.S. BANCORP INVESTMENTS, INC. and CHASE INVESTMENT SERVICES CORP. Matthew is registered with FINRA as a Registered Representative (Series 7), holds the SIE and Series 66 license and is registered in 14 states.
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.
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.
Asset allocation advice
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
CA
06/28/2023 - Present
Citigroup Global Markets Inc. (Elk Grove CA)
CA
06/26/2015 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (LODI CA)
CA
09/30/2011 - 06/30/2015
U.S. BANCORP INVESTMENTS, INC. (WOODLAND CA)
CA
05/02/2009 - 09/19/2011
CHASE INVESTMENT SERVICES CORP. (YUBA CITY CA)
CA
03/24/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (OAKLAND CA)
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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