Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Krycinski is a financial advisor with over 17 years of experience in the industry. Matthew is a partner in a real estate business engaging in rental property acquisition and management. He has held prior positions with Truist Investment Services, Inc., BB&T Securities, LLC, Scott & Stringfellow, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Signator Investors, Inc. Matthew is registered to provide investment advice and securities in Virginia and Texas. He is also registered to provide investment advice in Texas. Matthew's current employer is D.A. Davidson & Co.
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
VA
09/22/2021 - Present
D.a. Davidson & Co. (Bedford VA)
VA
02/17/2021 - 09/28/2021
TRUIST INVESTMENT SERVICES, INC. (BEDFORD VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/23/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (BEDFORD VA)
VA
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (BEDFORD VA)
VA
07/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDFORD VA)
VA
04/27/2004 - 07/12/2007
SIGNATOR INVESTORS, INC. (ROANOKE VA)
IA
Issued 06/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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