Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Zima is a financial advisor currently registered with Equitable Advisors, LLC in Johnstown, PA. Matthew has been in the financial services industry since 2004. Matthew has a wide range of experience in the industry, having previously worked with LPL Financial LLC and MSI Financial Services, Inc. He is also registered in multiple states including Florida, Georgia, Alabama, New Jersey, North Carolina and Pennsylvania. Matthew holds both Series 63 and 65 licenses as well as Series 7 and SIE licenses. He also has experience in insurance, working with GBU Financial outside insurance appointments.
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.
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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2
PA
07/26/2021 - Present
Equitable Advisors, LLC (JOHNSTOWN PA)
PA
10/14/2016 - 06/11/2021
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
09/26/2006 - 10/21/2016
MSI FINANCIAL SERVICES, INC. (JOHNSTOWN PA)
PA
09/26/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JOHNSTOWN PA)
NJ
02/13/2004 - 03/14/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
01/02/2003 - 09/17/2003
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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