Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Matechak is an Investment Advisor Representative at Cadaret, Grant & CO., Inc., and has been in the financial services industry since 1994. Samuel has worked at several firms including PARK AVENUE SECURITIES LLC and GUARDIAN INVESTOR SERVICES CORPORATION. Samuel has several licenses including Series 7, Series 63, Series 65 and Series 66. Samuel is based in Peckville, Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/07/2019 - Present
Cadaret, Grant & CO., Inc. (PECKVILLE PA)
PA
05/03/1999 - 02/28/2019
PARK AVENUE SECURITIES LLC (JERMYN PA)
NY
11/07/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
11/03/1994 - 11/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
08/25/1994 - 08/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1994 - 08/30/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/19/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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