Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Melia is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Matthew has been in the financial industry since 2008, and holds both Series 6 and Series 7 licenses, as well as the SIE exam. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Matthew has worked at several firms including Cetera Investment Services LLC, M&T Securities, Inc., LPL Financial LLC and HSBC Securities (USA) Inc.. Matthew provides financial planning and portfolio management services to individuals and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
06/01/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROCHESTER NY)
NY
01/15/2019 - 05/17/2023
CETERA INVESTMENT SERVICES LLC (PITTSFORD NY)
NY
08/24/2012 - 01/15/2019
M&T SECURITIES, INC. (EAST ROCHESTER NY)
NY
07/21/2011 - 07/20/2012
LPL FINANCIAL LLC (ROCHESTER NY)
NY
01/29/2008 - 07/11/2011
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
IA
Issued 08/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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