Unclaimed
Matthew Kondrath is a financial advisor registered with Ausdal Financial Partners, Inc., and has over 25 years of experience in the industry. Matthew holds FINRA Series 6, 7, 63, and 66 licenses, as well as SIE. Matthew's previous employers include Edward Jones, MBSC Securities Corporation, and John Hancock Funds, LLC. Matthew is a registered investment advisor in multiple states, including Florida, New York, and Texas. Matthew specializes in retirement planning, investment management, and insurance services.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
FL
12/10/2024 - Present
Ausdal Financial Partners, Inc. (BOCA RATON FL)
FL
08/14/2017 - 10/21/2020
EDWARD JONES (Boynton Beach FL)
NY
07/03/2014 - 08/09/2017
MBSC SECURITIES CORPORATION (NEW YORK NY)
MA
04/06/2005 - 06/25/2014
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
11/25/1998 - 03/17/2005
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
RI
05/08/1997 - 07/16/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 11/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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