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Matthew Levi Ostrow

USI Securities, Inc.

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About Matthew Levi Ostrow

Matthew Levi Ostrow is a registered representative with Usi Securities, Inc. in Newtown Square, Pennsylvania. Matthew has been in the securities industry since 2016. Matthew holds the Series 6, Series 63 and SIE licenses. Matthew is a member of FINRA.

Firm Information

Matthew Ostrow is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

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fixed fees

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

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percentage of assets

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

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other

Bundled consulting and advisory fees

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Matthew Ostrow’s Registration & Firm History

PA

01/15/2020 - Present

USI Securities, Inc. (Newtown Square PA)

NJ

11/05/2016 - 02/05/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOUNT LAUREL NJ)

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Licenses & Designations

BC

Issued 12/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Levi Ostrow.
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