linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Jude Di francesco

Cornerstone Planning Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Jude Di francesco

Matthew Di francesco is an investment advisor representative registered with Cornerstone Planning Group and has been in the financial services industry for over 18 years. Matthew has been active in the financial services industry since 2005. Matthew has held positions at Summit Brokerage Services, Inc., Stifel, Nicolaus & Company, Incorporated and UBS Financial Services Inc. Matthew has a Series 66, Series 7 and SIE license. Matthew holds the following designations: Matthew also holds the following specializations: 1, 2, 3, and 6. Matthew works with individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

Firm Information

Matthew Di francesco is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Di francesco’s Registration & Firm History

PA

06/27/2024 - Present

Cornerstone Planning Group (Johnstown PA)

PA

11/29/2013 - 03/08/2019

SUMMIT BROKERAGE SERVICES, INC. (JOHNSTOWN PA)

PA

09/25/2009 - 12/02/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (JOHNSTOWN PA)

PA

08/29/2005 - 09/25/2009

UBS FINANCIAL SERVICES INC. (ALTOONA PA)

Not sure if Matthew Jude Di francesco is right for you?

Licenses & Designations

BOTH

Issued 09/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Jude Di francesco.
Not sure if Matthew Jude Di francesco is right for you?