Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Crafa is an investment advisor representative at Osaic Wealth, Inc. Matthew has been in the financial services industry since 1998. Prior to joining Osaic Wealth, Inc. Matthew was employed at Oppenheimer & Co. Inc., Ladenburg, Thalmann & Co., Inc., Quick & Reilly, Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Royce Investment Group, Inc. Matthew has a series 63, 65 and 7 license. He is a registered investment advisor representative in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and Washington.
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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NY
09/30/2024 - Present
Osaic Wealth, Inc. (GARDEN CITY NY)
NY
07/22/2005 - 08/07/2007
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
01/13/2004 - 07/22/2005
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
10/04/2002 - 01/29/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/26/2001 - 09/06/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/19/1999 - 02/22/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/21/1998 - 02/03/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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