Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Slowinski is a registered investment advisor representative with Dana Investment Advisors Inc. in Waukesha, WI. Matthew has been in the industry since 2004. Matthew holds a Series 7, Series 63, and Series 65 license. He is a registered representative with Dana Investment Advisors Inc. in Wisconsin. He specializes in investments for corporations, individuals, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WI
09/06/2010 - Present
Dana Investment Advisors Inc. (WAUKESHA WI)
NC
04/11/2005 - 06/15/2005
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
WI
10/12/2004 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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