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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 Petello is a financial advisor registered with Morgan Stanley in GILBERT, Arizona. Matthew is a licensed professional with over two years of experience in the financial services industry. Matthew holds the Series 7, Series 63, and Series 66 securities licenses. Matthew is also registered as an Investment Advisor Representative in Arizona and Texas. Prior to joining Morgan Stanley, Matthew worked at ROBINHOOD FINANCIAL, LLC, in Tempe, Arizona and VANGUARD MARKETING CORPORATION, in Scottsdale, Arizona.
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
AZ
02/16/2024 - Present
Morgan Stanley (GILBERT AZ)
AZ
11/10/2022 - 08/14/2023
MORGAN STANLEY (Tempe AZ)
AZ
07/02/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
11/17/2020 - 06/01/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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