Unclaimed
Matthew Mellusi is a financial advisor registered with Commonwealth Financial Network. Matthew has a background in music, having worked as a musician and Worship Director for Tequesta’s First Baptist Church. Matthew is also a Certified Financial Planner. Matthew has been a financial advisor since 2021. Commonwealth Financial Network is a large firm with a wide range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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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FL
10/26/2023 - Present
Commonwealth Financial Network (TEQUESTA FL)
Active
Inactive
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