Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Monroe Dunne is a financial advisor registered with Equity Services, Inc. and has been in the industry for over 20 years. Matthew's firm has offices in Montpelier, VT and has been in business since 2019. Matthew Dunne is a registered representative in both Delaware and Vermont. Matthew Dunne has a combined Series 66 and Series 24 license, and also holds Series 6, 7, 26, and SIE licenses. Matthew Dunne specializes in retirement planning, investments, and financial planning.
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.
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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2
VT
03/19/2019 - Present
Equity Services, Inc. (MONTPELIER VT)
DE
01/29/2001 - 06/27/2007
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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