Unclaimed
Matthew Burkhart is an Investment Advisor Representative with Park Avenue Securities LLC. Matthew is registered to provide investment advice in Florida, New Jersey and New York. Matthew has been in the industry since April 23, 1999 and has a diverse background in financial services. Matthew is also a registered representative with Park Avenue Securities LLC. Park Avenue Securities LLC is a full-service financial services firm that offers a wide range of products and services, including investment advisory, brokerage, insurance and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
04/16/2021 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
NY
03/22/2006 - 02/20/2018
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
MA
02/20/2003 - 03/20/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/10/2001 - 01/21/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/2001 - 01/21/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/24/2001 - 10/01/2001
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
01/20/2000 - 05/02/2001
MONTROSE CAPITAL MANAGEMENT LTD. (NEW YORK NY)
NY
11/04/1998 - 01/12/2000
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
08/26/1998 - 09/29/1998
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
06/16/1995 - 10/09/1995
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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