Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bernard Derby is an active investment advisor representative (IAR) and registered representative (RR) who joined Park Avenue Securities LLC in January 2023. He has held a Series 7TO license since November 2023 and a Series 66 license since December 2023. Matthew is also a registered Investment Advisor in the states of New Jersey and Texas, as well as 15 other states. He holds a SIE exam since July 2022. Matthew's expertise includes financial planning and portfolio management for individuals and businesses. He is committed to providing personalized financial advice to help clients achieve their financial goals. Matthew has a strong history of working in the financial services industry. Prior to joining Park Avenue Securities LLC, he worked at Alve Private Wealth, Payroll Funding Company, Putnam Investments, and LPL Financial. Matthew's experience and commitment to excellence make him a valuable resource for clients seeking financial advice.
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.
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NJ
01/24/2025 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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