Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mikolajewski is a financial advisor with over 20 years of experience in the industry. Matthew currently works with Independent Advisor Alliance, LLC and is a Certified Financial Planner. Matthew has a strong track record of providing financial advice to individuals, families, and businesses. Matthew specializes in helping clients with their financial planning, retirement planning, and investment management needs. Matthew is committed to providing his clients with personalized service and tailored financial solutions.
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.
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2
TN
11/15/2021 - Present
Independent Advisor Alliance, LLC (College Grove TN)
CA
06/10/2011 - 05/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
CA
12/08/2005 - 10/28/2008
AIG FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CT
03/17/2004 - 12/14/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/18/2002 - 03/02/2004
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NJ
06/16/1998 - 09/04/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/28/1996 - 06/16/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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