Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rozzi is a financial professional with over 14 years of experience in the financial services industry. Matthew is currently registered with MML Investors Services, LLC, and holds Series 6, 63 and SIE licenses. Matthew is also registered as an Investment Advisor Representative in New Jersey, New York, and Texas. Prior to joining MML Investors Services, LLC, Matthew was employed at MSI FINANCIAL SERVICES, INC., where he held a series 6, 63 and 66 licenses. Matthew's experience includes providing financial planning, investment management, and retirement planning services to individual clients, corporations, and trusts. Matthew is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
11/03/2020 - Present
MML Investors Services, LLC (STATEN ISLAND NY)
NY
01/28/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
BC
Issued 10/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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