Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bunkowski is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry for over 20 years and holds a variety of licenses and certifications, including Series 7, 31, 55, and 66. He has a history of experience in the financial services industry, starting with Jefferies & Company, Inc. and has held numerous licenses and registrations during his career. Matthew specializes in providing financial advice to individuals, businesses, investment companies, pension plans, and charitable organizations. He is also a board member of several non-profit organizations.
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
CA
08/25/2015 - Present
Morgan Stanley (Westlake Village CA)
NY
12/14/2000 - 01/08/2007
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BOTH
Issued 09/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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