Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Loitz is a financial advisor with Janney Montgomery Scott LLC, a firm with a history of serving clients in the United States. Matthew is a Certified Financial Planner who has been in the industry since 1995. Matthew is currently registered with FINRA as a Registered Representative and is registered with the State of Connecticut as a Registered Investment Advisor. Matthew has experience with a variety of clients, including individuals, corporations, and retirement plans. Matthew provides financial planning services, pension consulting, and portfolio management to individuals 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.
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.
Fee plus commission
1
2
CT
06/01/2018 - Present
Janney Montgomery Scott LLC (GLASTONBURY CT)
CT
11/11/2005 - 05/07/2018
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
11/05/1999 - 12/09/2005
ADVEST, INC. (HARTFORD CT)
MA
09/25/1995 - 11/15/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CT
04/11/1995 - 08/17/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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