Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Verdi is an active investment professional with over 30 years of experience in the industry. Matthew currently works at MML Investors Services, LLC in Springfield, MA. He is a registered representative in Massachusetts. Previously, Matthew has held positions at several other firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, WS Griffith Securities, Inc. and Mutual Service Corporation. Matthew is also a licensed Investment Advisor Representative. His areas of specialization include investment advisory services and insurance products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
MA
11/17/2009 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
IN
07/22/2009 - 10/19/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
CT
10/05/2004 - 10/19/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
10/05/2004 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
CT
11/27/1995 - 07/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
11/16/1991 - 11/27/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
12/03/1986 - 10/18/1991
MONARCH SECURITIES, INC.
NA
01/04/1990 - 04/08/1991
MONARCH FINANCIAL SERVICES, INC.
NA
02/07/1985 - 12/08/1986
CHUBB SECURITIES CORPORATION
NA
10/08/1984 - 02/11/1985
WZW FINANCIAL SERVICES, INC.
IA
Issued 12/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/20/1987
Series 4 - Registered Options Principal Examination
BC
Issued 02/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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