Unclaimed
Matthew Coniglio is a financial advisor who has been active in the industry since May 6, 2008. Matthew is registered with Pruco Securities, LLC and is licensed in Alabama, Florida, Georgia, Indiana, Maryland, Massachusetts, Montana, and Virginia. Matthew is also a Series 6, Series 63, and Series 65 licensed representative. His areas of expertise include investments, insurance, and financial planning. Matthew has experience working with individuals, families, and businesses to achieve their financial goals. Matthew is committed to providing personalized service and helping his clients make informed financial decisions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
FL
11/14/2013 - Present
Pruco Securities, LLC (Tallahassee FL)
FL
05/07/2007 - 06/17/2010
VISTA MANAGEMENT COMPANY (TALLAHASSEE FL)
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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