Unclaimed
Matthew Patrick Ksiazek is a financial advisor with over 15 years of experience in the financial services industry. Matthew Ksiazek is currently registered with Citizens JMP Securities, LLC in Georgia. Before that, Matthew Ksiazek was with CITIZENS CAPITAL MARKETS, SUNTRUST ROBINSON HUMPHREY, INC., BROOKWOOD ASSOCIATES, L.L.C., BMO CAPITAL MARKETS CORP., P & M CORPORATE FINANCE, LLC and VALMARK SECURITIES, INC. Matthew Ksiazek holds the Series 7, Series 63, Series 79TO, and SIE licenses.
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.
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2
GA
08/01/2023 - Present
Citizens JMP Securities, LLC (Atlanta GA)
GA
05/12/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
05/30/2014 - 05/16/2019
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
02/10/2011 - 06/02/2014
BROOKWOOD ASSOCIATES, L.L.C. (ATLANTA GA)
IL
04/10/2008 - 01/19/2011
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
MI
05/13/2004 - 06/06/2006
P & M CORPORATE FINANCE, LLC (SOUTHFIELD MI)
OH
11/20/2003 - 06/18/2004
VALMARK SECURITIES, INC. (AKRON OH)
BC
Issued 04/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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