Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Morzy is a financial advisor at Annex Wealth Management, LLC. Matthew has over 10 years of experience in the financial services industry. Matthew holds Series 7, Series 63, Series 66, and Series 24 licenses. He is also a Certified Financial Planner. Matthew is passionate about helping his clients achieve their financial goals. He provides a variety of financial services including financial planning, portfolio management, and educational seminars. Matthew is dedicated to providing his clients with personalized service and guidance.
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.
Consultation for a fee
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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WI
01/10/2017 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
01/03/2017 - 12/31/2018
H. BECK, INC. (ELM GROVE WI)
WI
08/08/2014 - 12/09/2016
SCOTTRADE, INC. (DELAFIELD WI)
WI
01/22/2014 - 07/28/2014
PNC INVESTMENTS (CUDAHY WI)
WI
04/29/2013 - 12/20/2013
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
WI
11/09/2005 - 11/29/2012
SCOTTRADE, INC. (BROOKFIELD WI)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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