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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Raymond Sydeski is a financial advisor who has been in the industry since 2009. Matthew Raymond Sydeski currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked for BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. and AXA ADVISORS, LLC. Matthew Raymond Sydeski holds the Series 7, Series 9, Series 10, Series 66, and SIE licenses and is registered in Arizona, California, and Texas. Matthew Raymond Sydeski specializes in providing financial advice to a variety of clients, including individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
1
2
AZ
05/18/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
08/13/2010 - 04/14/2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHEONIX AZ)
AZ
07/09/2009 - 07/23/2010
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 07/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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