Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cavallo is a financial professional with over 1 year of experience in the financial services industry. Matthew is currently registered with Foreside Fund Services, LLC and is licensed in 7 states including Connecticut, Alaska, California, Hawaii, Nevada, Oregon and Washington. Matthew holds FINRA Series 63, 7TO, and SIE licenses. Prior to joining Foreside Fund Services, LLC, Matthew was employed at LINCOLN FINANCIAL DISTRIBUTORS, INC.
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.
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.
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CT
11/30/2023 - Present
Foreside Fund Services, LLC (Westport CT)
CT
09/10/2022 - 10/13/2023
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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