Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dellasega is a financial advisor with Principal Securities, Inc., and has been working in the financial services industry for over 5 years. Matthew has been registered with the state of North Carolina since December 2023, and is also registered with the state of Georgia. Matthew holds a Series 6 license, along with Series 63 and Series 65 licenses. Matthew's background includes experience working at First Citizens Investor Services, Inc., First Citizens Bank, Wells Fargo Bank, NA, First Citizens Asset Management, Principal Life Insurance Company, Principal Securities Inc, and Principal Bank and Principal Trust Company.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NC
12/21/2023 - Present
Principal Securities, Inc. (RALEIGH NC)
NC
06/05/2018 - 11/20/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (Raleigh NC)
IA
Issued 10/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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