Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Golizio is a financial advisor currently registered with Ascensus Investment Advisors, LLC in Newton, MA. Matthew has been working in the financial services industry for over 20 years. He has a broad range of experience in the industry, having worked with various firms including Valic Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Money Concepts Capital Corp. He also has experience in the state of New Jersey, and has worked for Jersey Shore Photo Booths LLC in Beachwood, NJ. Matthew is a licensed advisor with the state of Massachusetts and a registered representative in New Jersey. Matthew specializes in portfolio management and oversight, including the review of allocations and selection of underlying securities for qualified tuition 529/529A and SFRP plans.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
04/16/2024 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
TX
02/20/2020 - 04/01/2024
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
02/02/2015 - 02/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
06/04/2014 - 12/01/2014
MONEY CONCEPTS CAPITAL CORP (Toms River NJ)
NJ
04/12/2005 - 06/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MO
07/08/2004 - 03/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/14/2002 - 07/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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