Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Puccinelli has been a registered representative in the financial services industry since 1999. Matthew is currently registered with Osaic FS, Inc. and holds licenses in 25 states, including Virginia, Texas, Florida, and California. Matthew has extensive experience providing financial planning, retirement plan consulting, and portfolio management services to individual clients, businesses, and pension and profit-sharing plans. Matthew has also worked for a variety of other firms throughout his career, including Cambridge Investment Research, Inc. and Tower Square Securities, Inc. In addition to his financial services experience, Matthew also owns and operates a real estate business, and is the president of a disability, health, and life insurance agency. Matthew has also worked as a Certified Public Accountant for over 20 years. Matthew is committed to providing his clients with personalized financial advice and services that meet their individual needs.
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.
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.
Retirement plan consulting services provided on limited basis.
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
VA
12/18/2013 - Present
Osaic FS, Inc. (RICHMOND VA)
VA
10/24/2011 - 12/23/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHMOND VA)
VA
01/30/2004 - 10/28/2011
TOWER SQUARE SECURITIES, INC. (RICHMOND VA)
IN
01/09/2001 - 01/22/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
VA
09/30/1999 - 01/11/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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