Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cassano is a financial advisor with Corient. Matthew has been in the industry for over 18 years and has a diverse background in financial services. He is registered as an Investment Advisor Representative in Florida and Texas.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
06/18/2024 - Present
Corient (Ft. Lauderdale FL)
FL
10/02/2009 - 08/15/2011
INTERNATIONAL ASSETS ADVISORY, LLC (FORT LAUDERDALE FL)
FL
07/20/2006 - 09/24/2009
ALTERNA CAPITAL CORP. (FT. LAUDERDALE FL)
FL
04/05/2006 - 07/11/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
FL
06/16/2004 - 10/03/2005
ALLEN KONRAD ASSET MANAGEMENT, CORP. (FT. LAUDERDALE FL)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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