Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Merola is a financial advisor at Cambridge Investment Research Advisors, Inc. in Penfield, NY. Matthew has been in the financial services industry for over 6 years and holds Series 7, Series 63 and Series 66 licenses. Matthew has experience working with individual clients as well as businesses and charitable organizations. Matthew can provide services such as financial planning, portfolio management, market timing services and selection of other advisers.
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.
Solicitation fees from 3rd party money managers
1
2
NY
12/06/2021 - Present
Cambridge Investment Research Advisors, Inc. (Penfield NY)
NY
02/25/2020 - 12/13/2021
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
10/02/2017 - 01/15/2019
AXA ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 05/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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