Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zvolensky is a financial professional with over 20 years of experience in the industry. Matthew has been associated with Key Investment Services LLC since September 2016 and holds Series 6 and 63 registrations. Matthew previously worked for LPL Financial LLC, HSBC Securities (USA) Inc. and M&T Securities, Inc. Matthew focuses on working with clients to help them meet their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/21/2016 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
12/07/2012 - 09/21/2016
LPL FINANCIAL LLC (BINGHAMTON NY)
NY
07/16/2007 - 05/15/2012
HSBC SECURITIES (USA) INC. (ENDICOTT NY)
MD
09/06/2002 - 05/29/2007
M&T SECURITIES, INC. (GLEN BURNIE MD)
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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