Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gromek is an investment advisor representative, registered in the state of Arizona, Colorado, New Mexico and Utah. Matthew is associated with LPL Financial LLC, a registered broker-dealer and investment adviser, with a branch office in Peoria, Arizona. Matthew is an active registered representative of LPL Financial LLC, and has been working in the financial services industry since January 4, 2019. Prior to joining LPL Financial LLC, Matthew was employed by Mutual of America Securities LLC, a registered broker-dealer and investment adviser. Matthew has passed the Series 6, SIE and Series 63 exams.
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.
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AZ
01/05/2024 - Present
LPL Financial LLC (PEORIA AZ)
AZ
12/22/2017 - 12/21/2022
MUTUAL OF AMERICA SECURITIES LLC (PHOENIX AZ)
AZ
12/22/2017 - 11/24/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PHOENIX AZ)
BC
Issued 12/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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