Matthew Vladimir Pindoley

Current Employers

Employment History

• 04/2022 → 06/2024
  Securities America, Inc.
  Maumee, OH
• 06/2019 → 10/2019
  Mackiewicz Construction Llc
  Millbury, OH
• 05/2020 → 10/2020
  Fedex
  Perrysburg, OH
• 06/2021 → Present
  Glass City Fcu
  Maumee, OH
• 08/2007 → Present
  Student
  Toledo, OH
• 12/2023 → 06/2024
  Securities America Advisors
  Maumee, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Maumee, OH

Previous Registrations

• 2023-12-21 → 2024-06-14
  Securities America Advisors, Inc.
  Maumee, OH

Other Businesses

1. GLASS CITY FEDERAL CREDIT UNION POSITION: Financial Advisor NATURE: Financial Institution INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 12/26/2023 ADDRESS: 1340 Arrowhead DR, Maumee OH 43537, United States DESCRIPTION: As a Financial Advisor, I am responsible for building and maintaining long-term client relationships by delivering comprehensive financial planning and investment guidance. My role includes assessing clients' financial goals, risk tolerance, and overall financial picture, then developing and implementing personalized strategies to help them build, protect, and transfer wealth. Key responsibilities include: Conducting client meetings to understand financial objectives, cash flow, investments, retirement plans, insurance needs, and estate considerations. Developing and managing customized investment portfolios aligned with clients' goals and risk profiles. Providing ongoing portfolio monitoring, performance reviews, and proactive recommendations. Educating clients on financial concepts, market conditions, and long-term planning strategies. Acquiring new clients through referrals, networking, outreach, and marketing initiatives, Maintaining compliance with regulatory requirements and firm policies, Collaborating with internal team members and outside professionals (CPAs, attorneys, etc.) to deliver comprehensive solutions

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-29
• S63 Uniform Securities Agent State Law Examination
  2023-09-19

Other Names

• Matthew Pindoley