Unclaimed
Matthew D'antonio is a financial advisor with Vanguard Advisers, Inc.. Matthew D'antonio has been in the financial services industry for over 25 years and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Matthew D'antonio has also held various leadership positions at Vanguard Advisers, Inc. and has a strong track record of success in helping clients achieve their financial goals. Matthew D'antonio holds the following licenses and registrations: Series 6, Series 7, Series 24, and Series 63.
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.
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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2
PA
06/25/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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