Unclaimed
Matthew Thomas Prifti is a financial advisor with TD Private Client Wealth LLC. Matthew is registered to provide investment advice in 23 states and has been in the financial industry since January 5, 2000. Matthew has a variety of experience in the financial services industry. Before joining TD Private Client Wealth LLC, Matthew worked for a number of other firms, including Commonwealth Financial Network, Northwestern Mutual Investment Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, New England Securities and NYLIFE Securities Inc. Matthew is a Chartered Financial Consultant. Matthew specializes in a number of areas, including portfolio management, financial planning and retirement planning. Matthew is dedicated to providing his clients with the highest quality financial advice and service.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
11/15/2023 - Present
TD Private Client Wealth LLC (HARTFORD CT)
MA
03/30/2012 - 06/12/2014
COMMONWEALTH FINANCIAL NETWORK (BURLINGTON MA)
NH
01/03/2006 - 03/08/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)
MA
11/09/2002 - 07/14/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/09/2002 - 07/14/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/06/2001 - 11/25/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/15/1998 - 08/11/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Prifti is the right advisor for you? Invested Better is here to help.