Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew L. Devine is an Investment Advisor Representative with Planmember Securities Corp., working in the industry since January 3, 2011. Matthew has held multiple registrations and specializes in providing financial planning services. Matthew has been a board member for the Suffolk County Police Athletic League, Inc. since 2021. Planmember Securities Corp. has offices in both Farmingville, NY and Oviedo, FL. The firm is known for providing various advisory services, including financial planning, pension consulting, and portfolio management for both businesses and individuals. They also provide investment supervisory services.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/23/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
BC
Issued 06/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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