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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 Cannariato is a financial advisor registered with Wells Fargo Clearing Services, LLC in TENAFLY, NJ. Matthew Cannariato is also a registered representative for Wells Fargo Advisors, LLC. Matthew Cannariato has been in the industry since August 2, 2008. Matthew Cannariato holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE certification. Matthew Cannariato has a designation as a Certified Financial Planner. Matthew Cannariato has experience working with individuals, high-net-worth individuals, corporations, trusts, and pension plans. Matthew Cannariato provides services such as financial planning, investment consulting, portfolio management, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
07/31/2023 - Present
Wells Fargo Clearing Services, LLC (TENAFLY NJ)
NJ
01/25/2016 - 08/08/2023
J.P. MORGAN SECURITIES LLC (EDGEWATER NJ)
NJ
04/08/2014 - 01/22/2016
WELLS FARGO ADVISORS, LLC (RUTHERFORD NJ)
NJ
02/15/2011 - 04/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
BC
Issued 02/25/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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