Unclaimed
Matthew Michuda is a financial advisor at Vanguard Marketing Corp. with over 17 years of experience in the financial services industry. Matthew has held various positions at prominent firms, including American Express Financial Advisors Inc. and IDS Life Insurance Company. Matthew is licensed in Pennsylvania and holds FINRA Series 6, 7, 63, and 66 licenses along with the SIE.
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.
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.
1
2
PA
04/08/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
01/05/2005 - 12/09/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
10/22/2003 - 01/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/22/2003 - 01/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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