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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 Marchak is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry since 2014 and has experience working with various financial institutions, including Goldman Sachs, Wells Fargo Advisors, and LPL Financial. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and a registered investment advisor representative. Matthew has passed the Series 7, Series 63, Series 65, and Series 99TO exams. Matthew specializes in portfolio management for individuals, businesses, and investment companies. Matthew also provides financial planning services, including asset allocation advice, pension consulting, and educational seminars. Matthew is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/23/2022 - Present
Morgan Stanley (New York NY)
NJ
01/04/2021 - 08/31/2022
GOLDMAN SACHS & CO. LLC (PARSIPPANY NJ)
NJ
01/22/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
NJ
01/04/2019 - 11/07/2019
WELLS FARGO CLEARING SERVICES, LLC (HOLMDEL NJ)
NY
05/29/2018 - 12/17/2018
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NJ
04/19/2017 - 05/15/2017
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
05/04/2016 - 11/17/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASQUAN NJ)
NJ
12/03/2015 - 05/17/2016
LPL FINANCIAL LLC (MANASQUAN NJ)
NJ
11/24/2014 - 11/25/2015
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
NJ
05/13/2014 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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