Years of Experience
5-20+ Years
WEST CHESTER, PA
10 Years Experience
1 Disclosures
ADVISOR BIO
Matthew Dean Dodge is an investment advisor representative with Market Street Wealth Management located in West Chester, PA. Matthew has been in the securities industry since September 2014. Matthew is registered with the state of North Carolina, Pennsylvania, and Texas. Matthew's qualifications include the Series 66, Series 7, and the SIE exam. Matthew also works with Market Street Insurance Services and The Estate Planning Center.
SPECIALIZATIONS
MALVERN, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Harrigan is a financial advisor with Vanguard Advisers, Inc. Matthew Harrigan has been in the industry since March 2022. Matthew Harrigan holds Series 7TO, Series 66 and SIE licenses. Matthew Harrigan is registered in 55 states, District of Columbia, Puerto Rico and Virgin Islands and is a registered Investment Advisor Representative in Pennsylvania and Texas. The firm, Vanguard Advisers, Inc. is headquartered in Malvern, Pennsylvania.
SPECIALIZATIONS
PHILADELPHIA, PA
12 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Anthony Kappa is a financial advisor with TD Private Client Wealth LLC. Matthew has been in the financial industry since 2013 and holds the Series 7, Series 63, Series 65 and SIE licenses. Matthew is registered with FINRA and the SEC. He is also registered to provide investment advice in 26 states. Matthew's experience and credentials demonstrate his commitment to providing his clients with the highest level of service.
SPECIALIZATIONS
PHILADELPHIA, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Christopher La sala is a registered representative with Goldman Sachs & Co. LLC in Philadelphia, PA. Matthew is a financial advisor specializing in securities, commodities, and investment banking. Matthew has a Series 3, Series 7TO, and SIE license. Matthew has been in the financial industry for over 2 years and holds registrations in 53 states. Matthew specializes in investment services for individuals, businesses, and investment vehicles.
SPECIALIZATIONS
Philadelphia, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Sumner is a financial advisor with J.P. Morgan Securities LLC. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 66 and SIE license. Matthew is also registered as an Investment Advisor Representative in Pennsylvania and Texas. He has worked in the financial services industry for more than 2 years. Matthew has experience working with individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations. Matthew is dedicated to providing his clients with personalized financial advice and investment strategies.
SPECIALIZATIONS
DOYLESTOWN, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Scott Yeisley is a financial advisor registered with Oppenheimer & Co. Inc. and holds a Series 7TO, SIE, and Series 66 license. Matthew's expertise includes providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Matthew is also registered as an Investment Advisor Representative in Pennsylvania.
SPECIALIZATIONS
Philadelphia, PA
12 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Arnold is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the industry since October 2012, and holds licenses in multiple states. Matthew has the Series 66, 7, 9, 10, and SIE licenses and specializes in Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers. Matthew has been registered with J.P. Morgan Securities LLC since September 2020. Prior to that, Matthew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
AKRON, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Matthew McKinney is a financial advisor with LPL Financial LLC in Akron, Pennsylvania. Matthew has been in the financial services industry since December 2019. Matthew has Series 7, 63 and 65 licenses and offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Matthew also works with individuals, families, and businesses.
SPECIALIZATIONS
Ephrata, PA
32 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Marte is a financial professional with over 30 years of experience in the industry. Matthew is a registered representative with Concourse Financial Group Securities, Inc. and has been with the firm since January 2020. Prior to joining Concourse Financial Group Securities, Inc., Matthew was with Nationwide Securities, LLC from 2001 to 2019. Matthew holds a Series 63 license and has passed the SIE and Series 6 exams. He is also registered to sell securities in Georgia, New York, Pennsylvania, and Tennessee.
SPECIALIZATIONS
CARNEGIE, PA
25 Years Experience
1 Disclosures
ADVISOR BIO
Matthew Vanek is a financial advisor with over 20 years of experience in the industry. Matthew is registered with LPL Financial LLC and offers a range of financial services, including investment advisory services, financial planning, portfolio management, and consulting. Matthew has previously been registered with Advest, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Matthew is currently licensed in Pennsylvania and Texas as an investment advisor representative.
SPECIALIZATIONS