Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Thomas Mattarochia is a registered representative with LPL Financial LLC. Marc has been in the industry since October 7, 2005. Marc is licensed to provide investment advice in the state of Pennsylvania and is also licensed to provide investment advice as a resident of Texas. Marc is also registered as an Investment Advisor Representative (IAR) in Pennsylvania and Texas. Marc holds the Series 66, Series 7 and SIE licenses. Marc has previous registrations with Metlife Securities Inc. and Federated Securities Corp.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/28/2023 - Present
LPL Financial LLC (WEXFORD PA)
PA
03/13/2009 - 12/19/2013
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
10/22/2004 - 03/27/2008
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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