Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kanarick is a financial advisor with Wells Fargo Clearing Services, LLC. Matthew has over 30 years of experience in the financial services industry and is registered in 27 states. Matthew has a wide range of experience in helping clients with their financial needs. Matthew has held previous roles with Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew specializes in investments for individuals, corporations, businesses, and charitable organizations. Matthew offers financial planning, portfolio management, investment consulting, and pension consulting services.
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.
Investment consulting services to institutional clients
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
FL
04/05/2023 - Present
Wells Fargo Clearing Services, LLC (MELBOURNE FL)
NY
11/13/1998 - 12/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/17/1993 - 11/19/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
12/24/1992 - 04/06/1993
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
IA
Issued 11/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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