Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Giovinazzo is an investment advisor representative with Flexpath Strategies. Matthew has been in the industry since 2013 and holds both Series 63 and Series 65 licenses. Matthew also has experience at KESTRA Investment Services, LLC and Financial Telesis Inc. He is a Chartered Financial Analyst. Matthew specializes in working with pooled investment vehicles and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
08/19/2022 - Present
Flexpath Strategies (ALISO VIEJO CA)
CA
07/30/2014 - 03/11/2022
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
CA
10/22/2013 - 07/23/2014
FINANCIAL TELESIS INC (ALISO VIEJO CA)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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