Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Diferdinando is an investment professional with over 13 years of experience in the financial services industry. Matthew is currently registered with Bluerock Capital Markets LLC as a Broker and Investment Advisor. Matthew holds FINRA licenses for Series 6, Series 7, Series 63 and the SIE exam. Matthew has also passed the Uniform Investment Adviser Law Examination (Series 65). Matthew has held previous positions with WADDELL & REED, BRIGHTHOUSE SECURITIES, LLC and LINCOLN FINANCIAL DISTRIBUTORS, INC.
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.
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2
CA
06/14/2021 - Present
Bluerock Capital Markets LLC (Newport Beach CA)
WA
10/28/2020 - 03/08/2021
WADDELL & REED (LYNNWOOD WA)
NC
12/03/2018 - 07/08/2020
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
PA
04/07/2008 - 06/22/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 11/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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