Matthew S. Gozdecki
Professional summary
Matthew Sky Gozdecki is a registered financial professional currently at CPS FINANCIAL & INSURANCE SERVICES, INC. located in Irvine, California.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Sky Gozdecki's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2024 - Present
CPS FINANCIAL & INSURANCE SERVICES, INC.
Office #1: 2860 Michelle Drive, Suite 150, Irvine, CA 92606March 22, 2023 - June 7, 2024
VOYA FINANCIAL PARTNERS, LLC
March 22, 2023 - June 7, 2024
VOYA FINANCIAL ADVISORS, INC.
August 25, 2021 - December 20, 2022
LPL FINANCIAL LLC
September 26, 2011 - April 28, 2021
COREBRIDGE CAPITAL SERVICES, INC.
January 3, 2011 - September 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - September 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
March 25, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
March 13, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/22/2024)
Exams
FINRA
Current Firm
CPS FINANCIAL & INSURANCE SERVICES, INC.
CRD#: 41243 / SEC#: , 8-49337
Contact information
FINRA licenses (51 States and Territories)
Documents
Red Flags
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