Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dattilio is a financial advisor with Mascoma Wealth Management located in Hanover, NH. Matthew has been in the financial services industry since 2013 and has a background in financial planning, portfolio management, and insurance. Matthew holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner (CFP®).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
01/09/2023 - Present
Mascoma Wealth Management (HANOVER NH)
NH
10/18/2013 - 02/03/2017
LPL FINANCIAL LLC (LEBANON NH)
BOTH
Issued 02/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Dattilio is the right advisor for you? Invested Better is here to help.
