Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vanek is a financial advisor with over 20 years of experience in the industry. Matthew is registered with LPL Financial LLC and offers a range of financial services, including investment advisory services, financial planning, portfolio management, and consulting. Matthew has previously been registered with Advest, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Matthew is currently licensed in Pennsylvania and Texas as an investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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
PA
04/05/2021 - Present
LPL Financial LLC (CARNEGIE PA)
CT
02/10/2000 - 11/17/2005
ADVEST, INC. (HARTFORD CT)
MN
09/23/1999 - 03/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/1999 - 03/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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