Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Walczuk is a financial professional with over 18 years of experience in the industry. Matthew is currently registered with Bernstein Institutional Services LLC in New York, NY. Previously, Matthew was associated with firms such as SG Americas Securities, LLC, Kepler Capital Markets, Inc., and Credit Agricole Cheuvreux North America, Inc. Matthew has a wide range of experience in the financial services industry and holds multiple licenses including Series 7, 55, 24, 57TO, 79TO and Series 63.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/22/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
06/17/2022 - 04/08/2024
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
07/22/2013 - 06/13/2022
KEPLER CAPITAL MARKETS, INC. (NEW YORK NY)
NY
01/26/2010 - 07/23/2013
CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC. (NEW YORK NY)
NJ
04/03/2009 - 04/21/2010
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NY
07/29/2009 - 01/12/2010
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
04/23/2001 - 11/12/2004
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 07/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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