Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Teel is a financial advisor with over 18 years of experience in the financial services industry. Matthew has a Series 7 and Series 66 license and is a Certified Financial Planner. Matthew works with individuals, families, businesses, and retirement plans. Matthew is currently registered with TLG Advisors, Inc. and has previously been registered with MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, and Metropolitan Life Insurance Company. Matthew is dedicated to providing his clients with personalized financial advice and helping 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
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.
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2
CT
06/15/2023 - Present
TLG Advisors, Inc. (Cheshire CT)
CT
03/25/2017 - 06/23/2023
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
11/08/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
10/02/2013 - 01/02/2015
NEW ENGLAND SECURITIES (SHELTON CT)
CT
11/08/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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