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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edward Zacchea is a financial advisor with Morgan Stanley. Matthew is a highly experienced professional with over 20 years in the industry. Matthew has held various roles in financial services, including positions at Neuberger Berman LLC, Citigroup Investment Services, and UBS Financial Services. Matthew is registered with the Securities and Exchange Commission (SEC) and holds Series 3, 7, 9, 10, and 66 licenses. Matthew has a broad range of experience and provides a variety of financial advisory services to a diverse clientele.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/08/2020 - Present
Wealthpenn.comllc (New York NY)
NY
02/28/2005 - 08/09/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
06/23/2004 - 02/23/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
06/27/2002 - 06/15/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 9/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/2011
Series 3 - National Commodity Futures Examination
BC
Issued 6/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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