Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nardolillo is a financial professional with over 27 years of experience in the industry. Matthew Nardolillo is a registered representative and investment advisor representative. Matthew Nardolillo has passed the Series 63, 65, 7, and 24 exams. Currently, Matthew Nardolillo is affiliated with Summit Financial, LLC. Previously, Matthew Nardolillo was associated with World Equity Group, Inc., Regal Securities, Inc., Brookstreet Securities Corporation, Wachovia Securities, LLC, First Union Brokerage Services, Inc., MDS Securities Incorporated and Barron Chase Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/08/2023 - Present
Summit Financial, LLC (MORRISTOWN NJ)
NJ
09/10/2009 - 04/23/2023
WORLD EQUITY GROUP, INC. (Morristown NJ)
IL
07/06/2007 - 10/09/2009
REGAL SECURITIES, INC. (GLENVIEW IL)
FL
05/15/2006 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (ESTERO FL)
FL
10/01/2000 - 05/19/2006
WACHOVIA SECURITIES, LLC (ESTERO FL)
NC
07/12/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
06/30/1995 - 07/12/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
FL
06/15/1995 - 06/26/1995
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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