Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Anthony Foglia is a financial advisor at Cambridge Investment Research Advisors, Inc. Matthew has been working in the financial services industry since 1999, and has held registrations in multiple states. Matthew is licensed in Pennsylvania and Ohio, and is also a registered Investment Advisor Representative in Ohio and Pennsylvania. Matthew has passed several industry exams including the Series 7, 6, 63, 66 and 24. Matthew is a registered representative of Cambridge Investment Research, Inc. Matthew is also a registered Investment Advisor Representative of Cambridge Investment Research Advisors, 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
12/19/2012 - Present
Cambridge Investment Research Advisors, Inc. (WEXFORD PA)
PA
07/17/2003 - 12/20/2012
AXA ADVISORS, LLC (SEVEN FIELDS PA)
NY
03/28/2002 - 03/31/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
12/17/1999 - 11/28/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
BOTH
Issued 04/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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