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 a financial advisor with Cetera Investment Advisers LLC, located in Melville, NY. Matthew has been in the financial services industry since 2007. Matthew specializes in financial planning and portfolio management for individuals and businesses. Matthew is also a registered representative of Cetera Advisor Networks LLC and has offices in El Segundo, CA and Melville, NY. Matthew is registered to conduct business in Florida, New Jersey and 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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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 5/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 8/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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