Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ludack is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Matthew has over 15 years of experience in the financial services industry. Matthew has held previous positions with Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc., National Securities Corporation, Chase Investment Services Corp., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Matthew is also an insurance agent with various insurance companies. Matthew's current registrations include Series 66, Series 6TO, SIE, Series 31, and Series 7. Matthew is currently located in Melville, New York.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
01/22/2018 - 10/26/2021
WELLS FARGO CLEARING SERVICES, LLC (HUNTINGTON NY)
NY
04/07/2014 - 12/20/2017
TD AMERITRADE, INC. (GARDEN CITY NY)
NY
06/08/2009 - 10/10/2012
NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)
NY
08/21/2008 - 04/29/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/02/2007 - 03/18/2008
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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