Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Matejczyk is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since 2005. Michael is also a Principal with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds the Series 7, 24, 63 and SIE licenses, Michael has worked in the industry for 17 years and has experience with a variety of financial products and services. Michael has a strong understanding of the financial markets and is committed to providing his clients with the highest quality advice and service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
04/11/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/26/2005 - 07/11/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/06/2005 - 07/11/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
05/03/2004 - 11/01/2004
STOCKS 4 LESS, INC. (SHERMAN OAKS CA)
CA
10/14/1998 - 11/01/2004
NATIONAL CLEARING CORP. (SHERMAN OAKS CA)
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2012
Series 14 - Compliance Officer Examination
BC
Issued 02/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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