Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Witschel is a financial advisor with Buckman Advisory Group LLC, a firm based in Little Silver, New Jersey. Matthew has been in the financial services industry since 1992. Matthew has Series 7, 24, 51, 63, and 65 licenses. Matthew specializes in providing financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Matthew has previously worked at Riversource Fund Distributors, Inc., AllianceBernstein Investment Research and Management, Inc., Tucker Anthony Incorporated, and Hibbard Brown & Co., Inc.
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.
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.
1
2
NJ
03/04/2011 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
NY
10/28/2004 - 04/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)
TN
10/04/1995 - 10/18/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
MA
03/08/1993 - 09/08/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
11/30/1990 - 01/22/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Witschel is the right advisor for you? Invested Better is here to help.
