Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Medvesky is a financial advisor with Osaic Wealth, Inc. based in Sarasota, Florida. Matthew has been working in the financial industry since 2009. Matthew offers financial planning, pension consulting, and educational seminars.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
09/18/2023 - 06/14/2024
SECURITIES AMERICA, INC. (SARASOTA FL)
FL
11/05/2018 - 09/18/2023
EDWARD JONES (VENICE FL)
FL
01/02/2018 - 08/02/2018
BB&T SECURITIES, LLC (SARASOTA FL)
FL
05/26/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
02/04/2015 - 05/10/2017
SUNTRUST INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
06/06/2006 - 08/23/2007
WACHOVIA SECURITIES, LLC (SARASOTA FL)
PA
12/15/2003 - 08/17/2005
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
OH
12/05/2002 - 12/19/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
11/29/2000 - 10/25/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/29/2000 - 10/25/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
08/18/2000 - 11/06/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
MN
06/08/2000 - 08/24/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/08/2000 - 08/24/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Medvesky is the right advisor for you? Invested Better is here to help.
