Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Valle is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with LPL Financial LLC and has previously worked with Key Investment Services LLC, Park Avenue Securities LLC, Principal Securities, Inc., Pruco Securities, LLC., MML Investors Services, LLC, and Mutual of Omaha Investor Services, Inc. Matthew holds the Series 6, Series 26 and Series 63 licenses, as well as the SIE exam. Matthew is also a registered representative in New York.
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.
Consulting and other non-discretionary advisory services
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.
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NY
09/18/2023 - Present
LPL Financial LLC (PITTSFORD NY)
NY
02/06/2023 - 09/20/2023
KEY INVESTMENT SERVICES LLC (EAST ROCHESTER NY)
NY
12/02/2021 - 12/06/2022
PARK AVENUE SECURITIES LLC (BUFFALO NY)
NY
05/21/2020 - 12/01/2021
PRINCIPAL SECURITIES, INC. (Rochester NY)
NY
08/30/2018 - 05/26/2020
PRUCO SECURITIES, LLC. (Pittsford NY)
NY
06/22/2017 - 08/22/2018
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
03/17/2008 - 06/21/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FAIRPORT NY)
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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