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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vandenack is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2002. Matthew specializes in providing financial services for high-net-worth individuals, corporations, and other businesses, as well as pension plans and charitable organizations. He provides a variety of services, including portfolio management, financial planning, and pension consulting. Prior to joining Merrill Lynch, Matthew held positions at Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Princor Financial Services Corporation. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 6, and 63 securities licenses. Matthew is also a registered investment advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
06/23/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
NY
09/06/2011 - 05/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
08/07/2009 - 08/08/2011
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
09/18/2006 - 07/02/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/24/2004 - 09/27/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
04/19/2000 - 05/03/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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