Unclaimed
Matthew Vahue is a financial advisor who has been in the industry since 2010. Matthew is registered with Park Avenue Securities LLC, and is licensed to provide financial advice in 50 states, including California, Colorado, and Florida. Matthew holds Series 6, 7, 24, 51 and 63 securities licenses as well as a Series 65 Investment Advisor Representative license. Matthew provides financial planning services to individuals, businesses, and charitable organizations. Matthew also offers educational seminars and selects other advisors. Matthew's experience and expertise make him a valuable resource for clients seeking to achieve their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
VA
01/10/2023 - Present
Park Avenue Securities LLC (RESTON VA)
NY
03/24/2010 - 03/01/2016
PRINCOR FINANCIAL SERVICES CORPORATION (ROCHESTER NY)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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