Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Chirico is a registered representative with Equitable Advisors, LLC. Matthew has been in the industry since August 4, 2014, and is registered in Connecticut. Previously, Matthew was affiliated with Infinex Investments, Inc., Northwestern Mutual Investment Services, LLC, RBC Capital Markets, LLC, and David Lerner Associates, Inc. Matthew holds Series 63, 65, 7, 24, and SIE licenses. Matthew's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
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.
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
CT
11/27/2019 - Present
Equitable Advisors, LLC (STAMFORD CT)
CT
03/13/2017 - 01/18/2019
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
03/01/2016 - 09/22/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD CT)
CT
05/22/2015 - 09/28/2015
RBC CAPITAL MARKETS, LLC (NEW HAVEN CT)
CT
08/20/2013 - 05/08/2015
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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