Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michini is a financial advisor with Principal Securities, Inc. Matthew has been in the securities industry since March 2011. Matthew holds Series 6, 7, 63 and 65 securities licenses and is registered with the state of Florida. Matthew is a registered representative in 22 states and is also licensed to sell group insurance products. Matthew's experience includes financial planning, portfolio management for individuals, and pension consulting. Matthew also provides educational seminars 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
07/02/2013 - Present
Principal Securities, Inc. (Tampa FL)
IA
Issued 06/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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