linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew John Fevola

CS Planning Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew John Fevola

Matthew John Fevola is an investment advisor representative at CS Planning Corp. based in Portland, OR. Matthew has been working in the financial services industry since 1999. Matthew has experience working with high net worth individuals and corporations. Matthew holds FINRA Series 63, 66, and 7 licenses as well as the SIE exam. He is registered as a broker-dealer in Arizona, Florida, Nevada, New Jersey, New York, and Pennsylvania.

Firm Information

Matthew Fevola is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Fevola’s Registration & Firm History

OR

03/18/2024 - Present

CS Planning Corp. (PORTLAND OR)

NJ

02/13/2009 - 03/06/2015

ROYAL ALLIANCE ASSOCIATES, INC. (WEST LONG BRANCH NJ)

NJ

02/25/2003 - 02/23/2009

COMMERCE CAPITAL MARKETS, INC. (TOMS RIVER NJ)

SC

03/15/2000 - 03/03/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NJ

01/19/1999 - 09/14/1999

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

Not sure if Matthew John Fevola is right for you?

Licenses & Designations

BOTH

Issued 03/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Matthew John Fevola. Review regulatory record here.
Not sure if Matthew John Fevola is right for you?