Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dellaero is a financial advisor with Facet, a firm based in Baltimore, MD. He specializes in financial planning and portfolio management for individuals. Matthew holds the Series 7, Series 63, and Series 65 licenses. He also holds the SIE exam certification. He has been in the financial industry since 2016. Matthew Dellaero has experience with Northwestern Mutual Life Insurance Company and The Vanguard Group, Inc. Matthew Dellaero has also worked for Matt & Wills Toys and UNC Chapel Hill. Matthew Dellaero is a Certified Financial Planner.
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.
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.
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MD
11/07/2023 - Present
Facet (BALTIMORE MD)
NC
09/15/2016 - 11/16/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 11/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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