Unclaimed
Leopoldo Matarazzo is an investment advisor representative with Park Avenue Securities LLC. Leopoldo has been in the industry since April 2015 and is registered to provide investment advice in Connecticut, Nevada, New Jersey, New York, Ohio, and Texas. Leopoldo has a strong background in financial planning, portfolio management, and estate planning. Leopoldo provides a variety of financial services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/23/2024 - Present
Park Avenue Securities LLC (PARAMUS NJ)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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