Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kalinski is a financial advisor with over 15 years of experience in the financial services industry. Matthew has held various roles in the industry, including positions with A. G. Edwards & Sons, Inc. and Hennion & Walsh, Inc. Matthew is currently registered with Fidelity Brokerage Services LLC, and is licensed to sell securities in Florida, Massachusetts, Texas, and Utah. Matthew holds a Series 7, 9, 10, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
FL
10/18/2007 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
06/12/2006 - 07/10/2007
A. G. EDWARDS & SONS, INC. (LAKE MARY FL)
NJ
08/16/2005 - 05/23/2006
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 06/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Kalinski is the right advisor for you? Invested Better is here to help.
