Unclaimed
Matthew Wegryn is a registered representative with Santander Securities LLC. Matthew has been in the securities industry since November 1, 2017. Matthew holds the Series 7, Series 6, Series 63, and Series 66 licenses. Matthew is registered in 50 states, the District of Columbia and Puerto Rico for Broker/Dealer activities. Matthew has a long history of working in the financial services industry, including experience with Wells Fargo Clearing Services, LLC and Foresters Financial Services, Inc. Matthew is dedicated to providing clients with a comprehensive range of financial services, including portfolio management for individuals and businesses, financial planning, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/27/2023 - Present
Santander Securities LLC (Florham Park NJ)
NJ
06/21/2019 - 12/05/2023
WELLS FARGO CLEARING SERVICES, LLC (HAMILTON SQUARE NJ)
NJ
09/22/2017 - 05/10/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 04/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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