Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gozdecki is a financial advisor associated with CPS Financial & Insurance Services, Inc. based in Irvine, CA. Matthew has been in the financial services industry since 2008 and holds Series 7, 26 and 66 licenses.
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.
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.
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CA
07/22/2024 - Present
CPS Financial & Insurance Services, Inc. (IRVINE CA)
CA
03/22/2023 - 06/07/2024
VOYA FINANCIAL ADVISORS, INC. (Brea CA)
IA
03/22/2023 - 06/07/2024
VOYA FINANCIAL PARTNERS, LLC (Ankeny IA)
SC
08/25/2021 - 12/20/2022
LPL FINANCIAL LLC (FORT MILL SC)
CA
09/26/2011 - 04/28/2021
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CA
01/03/2011 - 09/20/2011
WELLS FARGO ADVISORS, LLC (MONROVIA CA)
CA
03/13/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MONROVIA CA)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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