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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wojcik is an investment advisor representative with Morgan Stanley and has been in the industry since June 1992. Matthew Wojcik is licensed to offer advisory services in Florida, New Jersey and Texas. Matthew Wojcik has previously worked for UBS Financial Services Inc., Salomon Smith Barney Inc., and Dean Witter Reynolds Inc..
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
05/01/2023 - Present
Morgan Stanley (The Villages FL)
NJ
03/16/2001 - 06/06/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/28/1994 - 03/29/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/12/1992 - 12/08/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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