Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zanowiak is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Matthew Zanowiak has been active in the financial industry since August 6, 1983 and holds several industry licenses and certifications. Prior to joining Cambridge Investment Research Advisors, Inc., Matthew Zanowiak worked at various firms including Park Avenue Securities LLC, Guardian Investor Services Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Matthew Zanowiak provides a variety of financial services to individuals, including financial planning, pension consulting, and portfolio 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
11/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lancaster PA)
NY
05/03/1999 - 02/19/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/14/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
06/27/1983 - 03/03/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1983 - 03/03/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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