Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Petrozelli is an investment advisor representative with Valley National Advisers Inc. in Bethlehem, Pennsylvania. Matthew has been in the industry since 2003. Matthew's career history includes HSBC Securities (USA) Inc., Fidelity Brokerage Services LLC, and Northwestern Mutual Investment Services, LLC. Matthew has a wide range of experience in the financial services industry, including experience in both broker-dealer and investment advisor roles. Matthew has a deep understanding of the investment markets and is committed to providing his clients with sound financial advice.
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.
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.
1
2
PA
02/07/2011 - Present
Valley National Advisers Inc. (BETHLEHEM PA)
NY
07/27/2009 - 01/26/2011
HSBC SECURITIES (USA) INC. (PELHAM NY)
CT
10/17/2005 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
WI
11/25/2003 - 09/22/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Petrozelli is the right advisor for you? Invested Better is here to help.
