Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Santarsiero is a financial advisor with Invst, LLC. Matthew holds the Series 7 and Series 66 securities licenses. Matthew's firm offers financial planning services, portfolio management for individuals, and pension consulting services.
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.
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.
Retirement plan services-percentage of plan assets
1
2
NJ
03/30/2023 - Present
Invst, LLC (Red Bank NJ)
NJ
02/24/2017 - 03/24/2023
LPL FINANCIAL LLC (WALL NJ)
BOTH
Issued 11/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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