Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Leonard Pescatore is an investment advisor representative associated with LPL Financial LLC. Matthew is a registered investment advisor in Massachusetts and Texas. Matthew also has a Series 6, Series 7 and Series 66 licenses. Matthew has been in the financial industry since July 27, 2006 and holds a Chartered Financial Consultant designation. Matthew's prior firms include OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
Consulting and other non-discretionary advisory 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
MA
12/18/2023 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 12/12/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
07/28/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TEWKSBURY MA)
BOTH
Issued 11/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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