Unclaimed
Matthew Pontecorvo is a financial professional with experience in the industry since March 14, 2010. Matthew is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania and has been with the firm since February 24, 2014. Previously, Matthew worked with Northwestern Mutual Investment Services, LLC in California from August 5, 2008, to July 17, 2012. Matthew holds Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
PA
02/24/2014 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CA
08/05/2008 - 07/17/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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