Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Veneri is a financial advisor with Janney Montgomery Scott LLC. Matthew has been in the financial services industry since 2003 and holds Series 7, 24, 63, 79 and SIE licenses. Matthew has worked with a variety of clients, including individuals, families, corporations, and pension plans. Matthew is a registered representative in Georgia, Illinois, Maryland, Massachusetts, Missouri, New York, North Carolina, Pennsylvania, Tennessee, and Virginia. Previous employers include TM Capital LLC, Fig Partners, LLC, and Hovde Securities LLC.
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.
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.
Fee plus commission
1
2
GA
05/31/2019 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
03/20/2024 - 08/26/2024
TM CAPITAL LLC (ATLANTA GA)
GA
11/09/2005 - 11/06/2019
FIG PARTNERS, LLC (ATLANTA GA)
IL
02/03/2003 - 12/21/2005
HOVDE SECURITIES LLC (INVERNESS IL)
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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