Unclaimed
Matthew Palazzolo is a financial advisor registered with Alliancebernstein LP. Matthew is also registered as an investment advisor representative in New York. Matthew has been working in the financial industry since August 10, 2010. Matthew has experience at Prudential Equity Group, LLC and Electronic Trading Group, LLC. Matthew is a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/05/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NY
05/26/2005 - 04/09/2007
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
10/23/1998 - 07/02/2003
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
NJ
11/13/1997 - 10/28/1998
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/02/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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