Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Geraci is a financial advisor with over 14 years of experience in the industry. He is currently registered with LPL Financial LLC in Pennsylvania and Texas. He specializes in financial planning, portfolio management for businesses and individuals, and consulting. Matthew has worked for several prominent financial institutions, including Janney Montgomery Scott LLC, Securities America, Inc., and Northwestern Mutual Investment Services, LLC. He holds a Series 6, 7, 63, and 66 licenses, as well as the SIE license, and is a Certified Financial Planner.
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.
1
2
PA
11/11/2024 - Present
LPL Financial LLC (WEST CHESTER PA)
PA
07/10/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WEST CHESTER PA)
PA
04/23/2012 - 07/16/2020
JANNEY MONTGOMERY SCOTT LLC (WEST CHESTER PA)
PA
08/28/2007 - 11/11/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
BOTH
Issued 10/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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