Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Belfanti is a financial advisor with Osaic Institutions, Inc. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has over 10 years of experience in the financial services industry. Matthew has held previous roles with Beacon Pointe Advisors, AdvicePeriod, LLC, RSM US WEALTH MANAGEMENT LLC, Choreo, LLC, Infinex Investments, Inc., and First Bank Wealth Management. Matthew is registered with the state of California and is actively working with individuals, corporations, and charitable organizations. Matthew specializes in Financial Planning, Retirement Planning, Estate Planning, and Investment Management.
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.
Solicitation services for other advisers
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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CA
09/08/2022 - Present
Osaic Institutions, Inc. (Newport Beach CA)
CA
06/13/2012 - 04/01/2013
PURSHE KAPLAN STERLING INVESTMENTS (NEWPORT BEACH CA)
CA
06/03/2010 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
12/11/2004 - 05/17/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
12/07/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IA
Issued 07/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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