Unclaimed
Matthew D'amico is a financial advisor registered with Networth Advisors, LLC, with an active registration status with the state of Pennsylvania. Matthew D'amico has been in the financial services industry for over 5 years, working with a variety of clients. His credentials include the Certified Financial Planner (CFP) designation, the Series 63 and Series 65 licenses, and the SIE and Series 6 licenses. He provides financial planning services and portfolio management for individuals and other investment advisors. Matthew D'amico also provides educational seminars and selects other advisors for clients. He is a member of the American Financial Education Association and is an independent licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/19/2021 - Present
Networth Advisors, LLC (CANONSBURG PA)
PA
08/17/2018 - 01/24/2020
NYLIFE SECURITIES LLC (PITTSBURGH PA)
IA
Issued 12/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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