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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 James Costigan is a financial advisor at Hbks Wealth Advisors. Matthew has been in the financial services industry since 2007 and has a strong background in both accounting and financial planning. Matthew holds the Series 7, 66, and SIE licenses and is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Matthew has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Matthew is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
PA
12/08/2015 - Present
Hbks Wealth Advisors (Warrendale PA)
PA
06/03/2010 - 01/05/2021
PURSHE KAPLAN STERLING INVESTMENTS (Warrendale PA)
PA
01/02/2009 - 04/01/2010
PURSHE KAPLAN STERLING INVESTMENTS (WEXFORD PA)
PA
12/03/2007 - 12/31/2008
SECURITIES AMERICA, INC. (ERIE PA)
BOTH
Issued 08/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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