Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Shomo is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Voya Financial Advisors, Inc. and Voya Investments Distributor, LLC. Prior to joining Voya Financial Advisors, Inc., Matthew worked at SLD AMERICA EQUITIES, INC., DIRECTED SERVICES LLC, VOYA RETIREMENT ADVISORS, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY, METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, TOWER SQUARE SECURITIES, INC., WALNUT STREET SECURITIES, INC., MML INVESTORS SERVICES, INC., and FIRST UNION BROKERAGE SERVICES, INC. Matthew is licensed to provide financial advice to individuals, businesses, and charitable organizations. Matthew specializes in portfolio management, financial planning, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
12/06/2021 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
07/22/2015 - 12/31/2020
SLD AMERICA EQUITIES, INC. (WINDSOR CT)
CT
07/22/2015 - 06/27/2018
DIRECTED SERVICES LLC (WINDSOR CT)
CT
07/22/2015 - 10/03/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
NY
01/31/2012 - 07/01/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
01/31/2012 - 07/01/2015
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/31/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
12/16/2009 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
12/16/2009 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
04/28/2006 - 12/03/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
08/08/2000 - 01/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NC
03/16/1999 - 03/16/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/23/1998 - 12/15/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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