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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Costello is an Investment Advisor Representative with Osaic Wealth, Inc., a firm with 4617 Investment Advisor Representatives and 5034 Registered Representatives. Matthew Costello is licensed in 12 states and has been in the industry since 2007. Matthew Costello has earned the Series 7, Series 66 and SIE securities licenses. Matthew Costello specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both individuals and businesses. Matthew Costello has previously been employed by Woodbury Financial Services, Inc., NYLIFE Securities LLC, RAYMOND JAMES & ASSOCIATES, INC., ALAMO CAPITAL, and UBS FINANCIAL SERVICES 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (DANVILLE CA)
CA
04/17/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DANVILLE CA)
CA
01/01/2013 - 04/23/2014
NYLIFE SECURITIES LLC (SAN RAMON CA)
CA
01/02/2008 - 10/17/2011
RAYMOND JAMES & ASSOCIATES, INC. (WALNUT CREEK CA)
CA
03/14/2007 - 01/03/2008
ALAMO CAPITAL (WALNUT CREEK CA)
NJ
04/26/2004 - 07/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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