Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Mortillaro is a financial advisor currently registered with Regal Investment Advisors LLC. Matthew Joseph Mortillaro is a registered representative with Regulus Financial Group, LLC, and is an investment advisor representative with Regal Investment Advisors, LLC. Matthew Joseph Mortillaro has over 3 years of experience in the financial services industry. Matthew Joseph Mortillaro holds Series 63, 66 and 7TO licenses.
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.
Third party fees
1
2
NJ
11/21/2023 - Present
Regal Investment Advisors LLC (Morristown NJ)
NJ
02/16/2021 - 11/10/2023
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
BOTH
Issued 07/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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