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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Palumbo is an Investment Advisor Representative at Fisher Investments. Matthew is a licensed investment advisor with 7 years of experience in the financial industry. Matthew currently holds the Series 7, Series 63, Series 65 and SIE licenses. Matthew is a financial professional based in Plano, Texas and specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as portfolio assessment. Prior to working with Fisher Investments, Matthew worked with PNC Investments and Morgan Stanley Smith Barney.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/22/2017 - Present
Fisher Investments (PLANO TX)
PA
01/11/2014 - 04/28/2017
PNC INVESTMENTS (COLLEGEVILLE PA)
PA
07/08/2011 - 04/13/2012
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
PA
12/02/2010 - 02/14/2011
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
IA
Issued 04/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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