Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Mansfield is a registered representative with Park Avenue Securities LLC and has been in the securities industry since 2003. Matthew is registered with the state of Oregon as an Investment Advisor Representative. Matthew has Series 6, 7, 24, 63, and 66 securities licenses and holds the SIE exam. Matthew's previous experience includes roles at 1717 Capital Management Company, Signator Investors, Inc. and Pruco Securities Corporation.
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
OR
09/14/2020 - Present
Park Avenue Securities LLC (PORTLAND OR)
DE
03/22/2006 - 11/22/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
05/26/2004 - 01/20/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
NJ
05/04/1998 - 10/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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