Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pollakusky is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the financial services industry since 2008. Matthew has passed the Series 6, 7, 63, and SIE exams. Prior to joining Merrill Lynch, Matthew was employed by Signature Securities, Santander Securities LLC, J.P. Morgan Securities LLC, Capital One Investment Services LLC, Chase Investment Services Corp, and J.P. Morgan Securities Inc. Matthew specializes in providing financial advice to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/19/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/22/2021 - 02/24/2022
SIGNATURE SECURITIES (Garden City NY)
NY
04/08/2019 - 02/12/2021
SANTANDER SECURITIES LLC (GARDEN CITY NY)
NY
10/28/2013 - 07/21/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/26/2013 - 09/30/2013
CAPITAL ONE INVESTMENT SERVICES LLC (GREAT NECK NY)
NY
05/10/2010 - 05/24/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/01/2008 - 04/07/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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