Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Villa is a financial professional with over 24 years of experience in the industry. Matthew has held various positions at reputable firms such as Prudential Investment Management Services LLC, TD Waterhouse Investor Services, Inc. and The Dreyfus Service Corporation. Currently, Matthew is registered with Blue Owl Securities. Matthew is licensed as a General Securities Principal, Municipal Securities Principal, General Securities Sales Supervisor - General Module, General Securities Sales Supervisor - Options Module, Compliance Officer, Investment Company Products/Variable Contracts Representative, General Securities Representative, and Operations Professional. Matthew also holds the Series 63 and Series 65 licenses.
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.
1
2
NJ
04/10/2024 - Present
Blue OWL Securities (Short Hills NJ)
NJ
01/17/2012 - 04/12/2024
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Newark NJ)
NJ
09/03/2004 - 07/02/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NE
12/08/1999 - 07/07/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
01/14/1998 - 11/19/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
AZ
11/17/1995 - 01/07/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
06/03/1994 - 11/09/1995
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 12/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 14 - Compliance Officer Examination
BC
Issued 09/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Villa is the right advisor for you? Invested Better is here to help.
