Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Viti is a financial professional with over six years of experience in the industry. Matthew is currently registered with National Financial Services LLC and has previously held positions with Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 7, Series 66, and SIE licenses.
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.
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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RI
09/13/2019 - Present
National Financial Services LLC (SMITHFIELD RI)
MA
09/26/2017 - 04/12/2019
CITIZENS SECURITIES, INC. (BOSTON MA)
ME
12/22/2015 - 09/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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