Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Defelice is a financial advisor who has been in the industry since 1992. Matthew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Matthew has experience providing financial planning, portfolio management, and pension consulting services. Matthew has held previous positions with Ameritas Investment Corp., Gunnallen Financial, Inc, Weatherly Securities Corporation, Tassin & Company, Inc., and Robert Todd Financial Corp. Matthew has a strong background in the financial services industry, and is committed to providing clients with the highest level of service.
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.
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.
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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2
NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (FAIRFIELD NJ)
NJ
02/01/2010 - 12/04/2012
AMERITAS INVESTMENT CORP. (WESTWOOD NJ)
NJ
09/24/2001 - 02/18/2010
GUNNALLEN FINANCIAL, INC (WESTWOOD NJ)
NY
02/07/2001 - 09/28/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
05/26/1994 - 02/05/2001
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
11/09/1992 - 05/26/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BC
Issued 11/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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