Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Palusak is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Matthew has been in the financial services industry since 2000. Matthew is registered with the state of New Jersey as a broker-dealer and an investment advisor representative. Matthew is also registered with the state of Texas as a broker-dealer. Matthew has a Series 63, Series 65, Series 7 and Series 55 licenses. Matthew also holds the SIE designation. Matthew has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
11/28/2017 - Present
Wells Fargo Advisors Financial Network, LLC (FLORHAM PARK NJ)
NJ
12/22/2011 - 11/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
08/28/2003 - 12/01/2011
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
TX
06/06/2000 - 09/27/2001
FLEET SECURITIES, INC. (DALLAS TX)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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