Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Andrulot is a financial advisor with over 20 years of experience in the financial services industry. Matthew has held positions at Fidelity Brokerage Services LLC, Fortigent Securities Company, LLC, and Hightower Securities, LLC. Matthew is a Certified Financial Planner® professional and holds Series 7, 9, 10, 63, and 65 licenses. Matthew is currently registered with Verdence Capital Advisors, LLC, a Registered Investment Advisor firm based in Hunt Valley, Maryland.
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.
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
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.
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2
MD
08/27/2020 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
11/01/2012 - 06/30/2017
HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)
MD
03/05/2007 - 02/27/2012
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
MD
05/16/2001 - 09/14/2006
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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