Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Piedimonte is a financial professional with over 3 years of experience in the financial services industry. Matthew currently works with Equitable Advisors, LLC. Matthew is registered with FINRA and holds the Series 7TO and Series 66 securities licenses. Matthew also holds the SIE exam license. Matthew is registered in 23 states, including Alabama, California, Colorado, Connecticut, Florida, Georgia, Iowa, Kansas, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Wisconsin. Matthew specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
PA
09/11/2023 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 08/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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