Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Phillips is a financial professional registered with Park Avenue Securities LLC. Matthew has been in the industry since 2013 and has worked with Network 1 Financial Securities Inc. previously. Matthew is licensed to offer securities in New Jersey and Pennsylvania. Matthew holds multiple FINRA licenses including Series 7, 63, 55, 99, 99TO and SIE. Matthew has a wide range of experience in the financial services industry, including experience with financial planning and portfolio management. Matthew is dedicated to providing personalized financial advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NJ
02/22/2024 - Present
Park Avenue Securities LLC (WALL NJ)
NJ
08/07/2018 - 03/11/2022
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
NJ
08/05/2013 - 02/24/2016
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
BOTH
Issued 02/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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