Matthew Robert Wilkow

Current Employers

Employment History

• 01/2015 → 07/2020
  Altice Business
  Bethpage, NY
• 03/2020 → Present
  Mass Mutual Life Insurance Co
  Syosset, NY
• 01/2021 → Present
  Mml Investors Services, Llc
  Syosset, NY

Other Businesses

NAME: MATTHEW WILKOW INV REL: N ADDR: 41A BAYVILLE AVE, BAYVILLE, NY NATURE: OTHER - TELECOMMUNICATIONS POSITION: REFERRAL PARTNER START: 08/14/2020 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: REFER CLIENTS TO THIS BUSINESS FOR TELECOMMUNICATION SERVICES & IF THEY MOVE FORWARD, I AM PAID A COMMISSION. (2) NAME: JAM BUSINESS CONSULTING INC. INV REL: Y ADD: RESIDENTIAL LOCATION NATURE: OUTSIDE FIXED BUSINESS, INVESTMENT ADVISORY, FINANCIAL PLANNING FEES POSITION: FINANCIAL PLANNER START DATE: 11/28/2022 NO HRS/MO: 20 NO/HRS MO DUR TRADING: 20 DESCRIBE DUTIES: CRIA & FINANCIAL PLANNING FEE. (3) NAME: LEGACY GROUP INV REL: Y ADD: 1393 VETERANS MEMORIAL HIGHWAY, SUITE 307S, HAUPPAUGE, NY 11788 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 10/24/2023 NO HRS/MO: 5 NO/HRS MO DUR TRADING: 4 DESCRIBE DUTIES: LIFE(TERM/UNIVERSAL/WHOLE), DISABILITY, EQUITY FIXED LIFE, LONG TERM-CARE, FIXED ANNUITIES AND HEALTH. (4) NAME: MATTHEW WILKOW INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 03/15/2025 NO HRS/MO: 2 NO/HRS MO DUR TRADING: 2 DESCRIBE DUTIES: COUNSELING CLIENTS ON LIFE SETTLEMENT OPTIONS FOR THEIR LIFE INSURANCE POLICIES. (5) NAME: NANCY & LAURENCE WILKOW MEDICAID ASSET PROTECTION TRUST INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: MEDICAID ASSET PROTECTION TRUST POSITION: TRUSTEE START DATE: 07/01/2026 NO HRS/MO: 1 NO/HRS MO DUR TRADING: 1 DESCRIBE DUTIES: I AM SERVING AS A TRUSTEE FOR MY PARENTS MAPT.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-29

Other Names

• Matt Wilkow
• Matthew Wilkow