Qualifications

• University at Albany – BS, Business Administration, 2011
• Series 7, Series 66, Series 57 held through LPL Financial

Roles & Responsibilities

• Matthew is a Financial Advisor as well as an Investment Strategist.
• Matthew monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.

Securities and Advisory services offered through LPL Financial, A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, MD, MA, NV, NJ, NY, NC, PA.