Unclaimed
Matthew Barrovecchio is a financial advisor with Christian Financial Advisors. Matthew has been in the industry since 2004. Matthew currently holds licenses in Florida and Texas and previously worked for Vanguard Marketing Corporation and American Express Financial Advisors Inc. Matthew specializes in providing financial planning and portfolio management services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
FL
02/09/2024 - Present
Christian Financial Advisors (Odessa FL)
NC
11/03/2004 - 02/06/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MN
07/07/2004 - 09/25/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/2004 - 09/25/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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