Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Roger Bassuk is a financial advisor with over 20 years of experience in the industry. Currently, Matthew works with Osaic Wealth, Inc., based in Scottsdale, AZ. Matthew has held various positions in the past, including roles with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P., SORRENTO PACIFIC FINANCIAL, LLC, CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, SUMMIT BROKERAGE SERVICES, INC., FIRST ALLIED SECURITIES, INC., GIRARD SECURITIES, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., SENTRA SECURITIES CORPORATION, SPELMAN & CO., INC., SUNAMERICA CAPITAL SERVICES, INC., and NEUBERGER BERMAN MANAGEMENT INC. Matthew holds a variety of licenses including Series 6, 7, 24, 63, 65, 99TO, and SIE.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
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AZ
08/23/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/25/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/25/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
10/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/25/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/25/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
01/21/2021 - 03/12/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
NY
02/13/2019 - 06/07/2019
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
02/13/2019 - 06/07/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/25/2018 - 06/07/2019
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
07/28/2017 - 02/02/2018
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
07/28/2017 - 02/02/2018
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
07/28/2017 - 02/02/2018
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
10/26/2006 - 02/02/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/28/2017 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
AZ
10/31/2005 - 09/20/2006
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
12/21/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
03/22/2001 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/22/2001 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
NJ
12/20/1999 - 04/09/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
10/30/1995 - 03/05/1999
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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