Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marte is a financial professional with over 30 years of experience in the industry. Matthew is a registered representative with Concourse Financial Group Securities, Inc. and has been with the firm since January 2020. Prior to joining Concourse Financial Group Securities, Inc., Matthew was with Nationwide Securities, LLC from 2001 to 2019. Matthew holds a Series 63 license and has passed the SIE and Series 6 exams. He is also registered to sell securities in Georgia, New York, Pennsylvania, and Tennessee.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/06/2020 - Present
Concourse Financial Group Securities, Inc. (Ephrata PA)
PA
05/22/2001 - 12/31/2019
NATIONWIDE SECURITIES, LLC (NEW HOLLAND PA)
OH
12/24/1992 - 04/30/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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