Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Damon Minichello is a financial advisor with Newedge Advisors in Greenwich, CT. Matthew has been in the industry since 2008 and holds Series 6, 7, 63, and 66 licenses. He also has a Series SIE license. Prior to joining Newedge Advisors, Matthew worked at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Matthew offers a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has experience working with individuals, businesses, and charitable organizations.
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.
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
CT
10/04/2021 - Present
Newedge Advisors (Greenwich CT)
CT
02/05/2015 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENWICH CT)
CT
10/01/2012 - 01/05/2015
J.P. MORGAN SECURITIES LLC (RIVERSIDE CT)
CT
01/17/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
BOTH
Issued 10/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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