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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schuster is a registered investment advisor representative with Wealthpenn.comllc and has been working in the financial industry since 1986. Previously, Schuster worked with UBS Financial Services Inc., Wachovia Securities, LLC and Prudential Securities Incorporated. Matthew Schuster is registered with the state of Texas as a Registered Investment Adviser and with the state of New York as a Registered Investment Adviser and as a Registered Representative. Schuster holds the Series 7, 63, and 65 licenses 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Wealthpenn.comllc (New York NY)
NY
10/28/2005 - 07/12/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MO
07/01/2003 - 11/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/18/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 2/9/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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