Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Dauksza is a financial advisor with over 23 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in several states including New York, Connecticut, Florida, North Carolina, Pennsylvania, South Carolina and Texas. Matthew is a Certified Financial Planner and holds licenses including Series 7, 6, 63, 65, 26 and 51. He has extensive experience in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Matthew is committed to providing his clients with comprehensive financial planning and investment advice.
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
12/01/2023 - Present
Osaic Wealth, Inc. (SYRACUSE NY)
NY
02/01/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
10/17/2000 - 11/03/2017
PRUCO SECURITIES, LLC. (DEWITT NY)
NY
07/12/2000 - 09/27/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 10/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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