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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 Gene Bellucci is a financial advisor with over 20 years of experience. Matthew is currently registered with Morgan Stanley and is also registered in 53 states and 3 jurisdictions as an Investment Advisor Representative. Matthew's experience spans multiple firms including Morgan Stanley DW Inc., Quick & Reilly, Inc. and Dean Witter Reynolds Inc. In addition to his extensive experience, Matthew holds a variety of licenses and certifications, including Series 3, 4, 7, 9, 10, 24, 31, 55, 57TO, 63, and 65. Matthew has a strong track record of success in providing investment advice and financial planning services to individuals and businesses. Matthew has been recognized for his expertise in asset allocation, portfolio management, and retirement planning.
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
FL
04/08/2020 - Present
Morgan Stanley (Naples FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
NY
03/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
NY
05/09/2002 - 02/24/2006
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
05/04/2000 - 10/24/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/19/1999 - 10/25/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/1999
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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