Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephen Tassey has been in the financial services industry since May 30, 1994. Matthew is currently registered with Principal Securities, Inc. as a registered representative in Maine and several other states. Matthew is also a licensed Investment Advisor Representative. Matthew's specializations include investment strategies and planning for individuals, families, and businesses. Matthew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
ME
07/02/1999 - Present
Principal Securities, Inc. (SCARBOROUGH ME)
MA
05/31/1994 - 07/14/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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