Matthew Ludack

Financial Professional at North Ridge Wealth Planning LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • NY Insurance License : Life
    New York State Department of Financial Services
  • Series 66 - The Uniform Combined State Law Examination
    FINRA (Financial Industry Regulatory Authority)
  • Series 7 - General Securities Representative Exam
    FINRA (Financial Industry Regulatory Authority)

Experience

  • North Ridge Wealth Planning LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Professional
      • Dec 2021 - Present

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Premier Banker
      • 2017 - Oct 2021

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. Investment Consultant
      • 2014 - 2017

  • The Mutual Fund Store
    • Investment Management
    • 1 - 100 Employee
    • Vice President - Investments
      • 2012 - 2014

  • National Securities Corporation
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Account Executive
      • 2009 - 2012

  • Chase
    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Personal Banker
      • 2008 - 2009

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 2006 - 2008

Education

  • Hofstra University
    Bachelor of Business Administration, Finance
    2001 - 2005

Community

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