Unclaimed
Ostomy Matthew is a registered representative with Park Avenue Securities LLC, located in Bethlehem, PA. Ostomy has been working in the financial industry since 2005. Ostomy is a Series 63, Series 66, Series 7, Series 4, and Series 24 licensed professional, and holds a SIE certification. Ostomy's previous experience includes work with H. Beck, Inc. in Bethesda, MD, FOLIO INVESTMENTS, INC. in McLean, VA, and other firms throughout Ostomy's career.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
12/16/2020 - Present
Park Avenue Securities LLC (BETHLEHEM PA)
MD
05/30/2018 - 09/17/2019
H. BECK, INC. (Rockville MD)
VA
03/31/2011 - 05/22/2018
FOLIO INVESTMENTS, INC. (MCLEAN VA)
WI
01/31/2008 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (APPLETON WI)
NV
02/08/2006 - 07/28/2006
FINANCIAL WEST GROUP (RENO NV)
NJ
10/06/2004 - 12/16/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TN
10/08/2001 - 09/01/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NJ
07/24/2001 - 09/18/2001
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/15/2000 - 01/08/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 08/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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