Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pascarella is an investment advisor representative with Mutual Advisors, LLC. Matthew has been in the financial services industry for over 20 years. Matthew is registered with the state of New Jersey and also has a Series 7, Series 63, Series 65, and Series 24. Prior to working at Mutual Advisors, LLC, Matthew worked at Founders Financial Securities, LLC and 1st Worldwide Financial Partners, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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
04/28/2020 - Present
Mutual Advisors, LLC (Morristown NJ)
NJ
04/22/2013 - 04/27/2020
FOUNDERS FINANCIAL SECURITIES LLC (MORRISTOWN NJ)
NJ
02/18/2008 - 05/15/2013
1ST WORLDWIDE FINANCIAL PARTNERS, LLC (MORRISTOWN NJ)
NJ
02/21/2006 - 05/13/2006
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
MD
12/01/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
04/29/2002 - 11/17/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
07/06/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 05/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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