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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 Joseph O'Lone is an investment advisor representative at Raffa Investment Advisers. Matthew has been working in the financial services industry since June 2018. Matthew is registered with the state of Virginia. Matthew earned the Series 65 license on September 20, 2022, and holds the Uniform Investment Adviser Law Examination. Raffa Investment Advisers is an investment advisor firm that provides retirement income planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. They primarily serve charitable organizations, high net worth individuals, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Retirement income planning
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.
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DC
09/28/2022 - Present
Raffa Investment Advisers (WASHINGTON DC)
IA
Issued 09/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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