Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay? Claim Your ProfileGay Lynn Mattei is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Pittsford, NY. Gay Lynn has been in the industry since 1997 and has held previous positions at firms such as MML Investors Services, Inc., MONY Securities Corporation, and Dean Witter Reynolds Inc. Gay Lynn holds Series 63, 65, 7, 31 and SIE licenses and is registered in New York.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
11/09/2010 - Present
Northwestern Mutual Investment Services, LLC (Pittsford NY)
NY
10/27/2004 - 10/20/2010
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
NY
08/29/2000 - 10/22/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/15/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
08/20/1997 - 08/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gay Mattei is the right advisor for you? Invested Better is here to help.
