Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Conti is a financial advisor who has been in the industry since 1998. He is currently registered with Cross Financial Advisors in Beaverton, OR. Previously, Matthew Conti was registered with Fidelity Brokerage Services LLC, U.S. Bancorp Investments, Inc., Nationwide Investment Services Corporation, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC. Matthew Conti holds Series 63, 66, 7, 9, and 10 licenses. He provides financial planning and portfolio management services to individuals and families, as well as charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
1
2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
06/06/2005 - 04/08/2014
FIDELITY BROKERAGE SERVICES LLC (PORTLAND OR)
MN
11/01/2004 - 05/20/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OH
10/18/2002 - 10/29/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
RI
10/12/2000 - 10/07/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/04/1998 - 10/12/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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