Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Matuszak is a financial advisor with LPL Financial LLC in Pulaski, WI. Ted has over 20 years of experience in the financial services industry. Ted is registered with the state of Wisconsin as an investment advisor representative and is also registered with FINRA as a general securities representative. Ted has earned several industry licenses, including the Series 6, 7, 63 and 66. Ted has previously held positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Ted specializes in helping individuals and families with their financial planning needs, including retirement planning, college savings, and estate planning. Ted also offers investment management services, and can help clients with their insurance and annuity needs.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
10/07/2019 - Present
LPL Financial LLC (PULASKI WI)
WI
02/01/2017 - 10/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
05/05/2014 - 02/22/2017
LPL FINANCIAL LLC (PULASKI WI)
WI
05/04/2010 - 05/05/2014
WELLS FARGO ADVISORS, LLC (GREEN BAY WI)
WI
08/24/2009 - 03/11/2010
EDWARD JONES (PULASKI WI)
NJ
09/27/1995 - 09/20/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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