Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew MacEk is a financial advisor with Allworth Financial, LP. Matthew has been in the financial services industry for over 24 years. Matthew's experience includes working at LPL Financial LLC, Wells Fargo Clearing Services, LLC, First Clearing, LLC and Ryback Management Corporation. Matthew is registered with the state of Texas. Matthew's areas of specialization include retirement planning, estate planning, college savings, and insurance. Matthew is committed to helping 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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/24/2024 - Present
Allworth Financial, LP (Addison TX)
FL
07/02/2020 - 03/10/2021
LPL FINANCIAL LLC (PUNTA GORDA FL)
FL
11/11/2016 - 11/19/2019
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
MO
06/07/2016 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
07/17/1998 - 06/30/1999
RYBACK MANAGEMENT CORPORATION (ST. LOUIS MO)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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