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 Marchese is a financial advisor with over 25 years of experience in the industry. Matthew currently holds Series 6, 7, 26, and 63 licenses, as well as the SIE exam. He is a registered representative with Voya Financial Advisors, Inc. and specializes in portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors. Matthew has a strong track record of helping clients achieve their financial goals.
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.
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.
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2
CT
04/01/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
MD
11/05/2015 - 11/03/2023
CHARLES SCHWAB & CO., INC. (Towson MD)
MD
02/28/2007 - 09/04/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
CT
12/08/2005 - 01/22/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IN
01/29/2001 - 12/06/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/29/2001 - 12/06/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
03/13/2000 - 12/19/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MD
03/05/1997 - 11/08/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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