Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zambito is a financial advisor with over 30 years of experience in the financial industry. Matthew is registered with LPL Financial LLC and has been with the firm since August 2002. Matthew is also a Certified Public Accountant (CPA). He holds the Series 6, 7, 24, 26 and 63 licenses and has a wealth of experience in providing financial services to individuals, businesses, and charitable organizations. Matthew's previous experience includes roles with Royal Alliance Associates, Inc. and New England Securities. Matthew is dedicated to providing clients with personalized financial advice and strategies that meet their individual needs.
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.
1
2
NJ
08/19/2002 - Present
LPL Financial LLC (FAIRFIELD NJ)
AZ
07/07/1994 - 08/28/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
10/15/1992 - 07/08/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Zambito is the right advisor for you? Invested Better is here to help.
