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Matthew Paul Panek

Hennion & Walsh Asset Management, Inc.

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About Matthew Paul Panek

Matthew Panek is a financial advisor at Hennion & Walsh Asset Management, Inc. Matthew has been in the industry since 1999 and is registered with the state of New Jersey as a Registered Representative and Investment Advisor Representative. Matthew's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew is also registered with the state of Delaware and Florida as a Registered Representative.

Firm Information

Matthew Panek is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Panek’s Registration & Firm History

NJ

07/01/2008 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 06/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Paul Panek.
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