Unclaimed
Matthew Hart Burnell is a registered representative with Park Avenue Securities LLC. Matthew is a licensed financial professional with over 25 years of experience in the financial services industry. Matthew has held previous positions at firms such as Wells Fargo Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and CS First Boston Corporation. Matthew is a Series 7, 63, 66, 86, and 87 licensed professional and holds FINRA registration with Park Avenue Securities. Matthew specializes in providing financial planning services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
01/28/2022 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
09/19/2006 - 06/23/2017
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
06/05/1996 - 02/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/26/1994 - 06/26/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IL
08/15/1988 - 06/28/1990
THE CHICAGO CORPORATION (CHICAGO IL)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/17/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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