Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Castaldi is a financial advisor with Osaic Wealth, Inc., in Wilton, CT. He has been in the financial services industry since 1994. Matthew specializes in providing financial planning and investment advice to individuals and families. He is also a licensed life and health insurance agent. He is committed to helping clients achieve their financial goals and make informed financial decisions. Matthew is an active member of the financial community and is passionate about helping people make smart financial choices.
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.
A percentage of the total value of assets under management is charged.
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CT
09/01/2023 - Present
Osaic Wealth, Inc. (WILTON CT)
CT
06/09/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILTON CT)
IL
08/03/2005 - 06/05/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
10/20/2004 - 08/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/05/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
11/15/1996 - 05/22/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CA
05/31/1994 - 07/19/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 01/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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