Unclaimed
Matthew Nardella is an Investment Advisor Representative, licensed in New York. Matthew is a registered representative of Hightower Securities, LLC and an investment advisor representative of Hightower Advisors, LLC. Matthew began their career in the financial services industry on October 16, 2017, and is currently employed by Hightower Advisors, LLC. They specialize in a variety of financial services, including financial planning, pension consulting, and portfolio management for both businesses and individuals. Matthew is committed to providing clients with personalized, comprehensive financial advice to help them achieve their goals.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
PA
10/11/2017 - 07/18/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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