Unclaimed
Matthew Tarantino is a financial advisor at PNC Investments. Matthew has been in the financial services industry since February 6, 2015 and has a broad background in the financial services industry with experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network, Fidelity Brokerage Services LLC, and Citigroup Global Markets Inc.. Matthew specializes in Portfolio Management for Individuals and Businesses, as well as Selection of Other Advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/29/2023 - Present
PNC Investments (ST. AUGUSTINE FL)
FL
02/08/2022 - 10/10/2023
CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)
FL
01/26/2019 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
08/10/2018 - 12/06/2018
COMMONWEALTH FINANCIAL NETWORK (Palm Coast FL)
FL
03/25/2017 - 08/23/2018
MML INVESTORS SERVICES, LLC (PALM COAST FL)
FL
01/04/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PALM COAST FL)
FL
08/10/2015 - 04/28/2016
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
FL
02/25/2014 - 07/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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