Unclaimed
Matthew John Hostasa is a financial advisor with over 25 years of experience in the industry. Matthew has held principal licenses and has been registered with Goldman Sachs & Co. LLC since 1999. Previously, Matthew worked at DEAN WITTER REYNOLDS INC. and OLDE DISCOUNT CORPORATION. Matthew holds licenses for Series 63, 65, 66, 7, 10, 24, 31, 51, and 52, as well as the SIE exam.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
IL
04/01/1999 - Present
Goldman Sachs & Co. LLC (CHICAGO IL)
NY
03/19/1996 - 01/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
10/17/1995 - 02/20/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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