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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mark Glatt is an investment advisor representative at Newedge Advisors. Matthew has been in the industry for over 20 years and has experience in financial planning, portfolio management, and insurance. Matthew also provides tax planning and preparation services through Nesso Accounting and Tax, LLC. Matthew is a Certified Financial Planner™ professional and holds the Series 7, Series 24, Series 53, and Series 66 licenses. Matthew specializes in working with individuals, families, and businesses.
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.
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.
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.
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LA
01/02/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
CT
11/20/2013 - 12/31/2015
INFINEX INVESTMENTS, INC. (CHESHIRE CT)
CT
01/24/2012 - 11/20/2013
HARVEST CAPITAL LLC (CHESHIRE CT)
CT
10/31/2005 - 01/26/2012
SAGEPOINT FINANCIAL, INC. (CHESHIRE CT)
AZ
12/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
11/21/2000 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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