Unclaimed
Matthew Goska is a financial advisor with Victory Capital Management Inc., located in San Antonio, Texas. Matthew has been in the industry since February 2017 and holds the Series 7, Series 66 and SIE exams. Prior to joining Victory Capital Management, Matthew was a financial advisor at Russell Investments Financial Services, LLC, where he specialized in providing financial advice to individuals, corporations and pooled investment vehicles. Matthew's experience and expertise help him provide a comprehensive range of financial services to his clients, including investment management, portfolio management, and retirement planning.
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.
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.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/13/2023 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
WI
02/06/2017 - 11/14/2023
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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