Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Burwick is an experienced financial professional with over 14 years in the industry. Matthew is currently a Registered Representative with Osaic Wealth, Inc. and is licensed in multiple states. Matthew has a strong background in investment management and financial planning. Matthew has a proven track record of success in helping individuals and families achieve their financial goals. Matthew is committed to providing his clients with personalized service and guidance to help them make informed financial decisions.
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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
02/04/2011 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
03/02/2010 - 01/12/2011
HSBC SECURITIES (USA) INC. (LOCKPORT NY)
BOTH
Issued 11/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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