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Matthew James Witchko is an Investment Advisor Representative with Commonwealth Financial Network. Matthew has over 20 years of experience in the financial services industry. Matthew’s current registrations include Series 7, 63, and 66. He is also registered in several states including Maryland, Virginia, Florida, and California. Previously, Matthew worked for AXA Advisors, LLC, and American General Securities Incorporated. Matthew's areas of expertise include financial planning, portfolio management, and educational seminars. Matthew is committed to providing his clients with personalized financial advice and guidance. His office is located in Rockville, MD.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/06/2015 - Present
Commonwealth Financial Network (Rockville MD)
MD
12/04/2007 - 11/13/2015
AXA ADVISORS, LLC (BETHESDA MD)
VA
09/18/2006 - 08/31/2007
AMERICAN GENERAL SECURITIES INCORPORATED (WINCHESTER VA)
VA
01/07/2002 - 09/20/2006
PARK AVENUE SECURITIES LLC (WOODBRIDGE VA)
BOTH
Issued 03/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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