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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mascera is a financial advisor with World Equity Group, Inc. Matthew has been working in the financial industry since 2006 and has experience in several financial firms, including FBR Capital Markets & Co. and UBS Securities LLC. Matthew currently holds a Series 66, Series 63, Series 7, and Series 55 license. Matthew is registered to provide investment advice in Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, and New York. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
09/13/2023 - Present
World Equity Group, Inc. (Westport CT)
NY
06/18/2012 - 08/06/2015
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
10/29/2004 - 04/13/2012
UBS SECURITIES LLC (NEW YORK NY)
CT
04/08/2002 - 11/01/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NY
05/21/1998 - 04/03/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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