Unclaimed
Matthew David Livoy is a financial advisor with over 14 years of experience in the industry. He has been registered with FINRA since 2008 and holds a Series 6, 7, 24 and 63 license. Matthew is currently employed by Vanguard Marketing Corp. and is licensed to provide investment advice in 53 states.
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.
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.
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2
PA
07/04/2008 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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