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Matthew Joseph Franchina

Moloney Securities Asset Management LLC

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About Matthew Joseph Franchina

Matthew Joseph Franchina is an investment advisor representative at Moloney Securities Asset Management LLC. Matthew Franchina has been in the securities industry since September 5, 2012. Matthew Franchina is licensed in 14 states including California and Texas. Matthew Franchina holds the Series 7 and Series 66 securities licenses. Matthew Franchina has been registered with Moloney Securities Asset Management LLC since December 2016. Prior to joining Moloney Securities Asset Management LLC, Matthew Franchina was employed by ProEquities, Inc. and Bankers Life Securities, Inc..

Firm Information

Matthew Franchina is currently registered with Moloney Securities Asset Management LLC. Moloney Securities Asset Management LLC is an investment advisor headquartered in Manchester, MO, with a focus on financial planning, pension consulting, and portfolio management for individuals, corporations, and charitable organizations. With over $1 billion - $10 billion in assets under management, the firm provides a variety of services including educational seminars, publication of periodicals, and selection of other advisors. Moloney Securities Asset Management LLC is registered with the SEC and has 48 licensed agents, 82 investment advisor representatives, and 78 investment advisory functions.
Moloney Securities Asset Management LLC

13537 BARRETT PARKWAY DRIVE, SUITE 300

MANCHESTER, MO 63021

$1.20B

Assets Under Management

480

Total Clients

80

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Matthew Franchina’s Registration & Firm History

MO

08/13/2019 - Present

Moloney Securities Asset Management LLC (MANCHESTER MO)

CA

05/26/2016 - 05/28/2016

BANKERS LIFE SECURITIES, INC. (HUNTINGTON BEACH CA)

CA

09/06/2012 - 05/26/2016

PROEQUITIES, INC. (HUNTINGTON BEACH CA)

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Licenses & Designations

BOTH

Issued 04/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Joseph Franchina. Review regulatory record here.
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