Matthew Losanno (CRD# 7041561) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 5 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Ga Business Coach | Cumming, GA | Dec 2022 - Current | 1 |
| Vaikus Advisory Group, LLC | Atlanta, GA | Jan 2020 - Current | 4 |
| Pfs Investments, Inc. | Cumming, GA | Jul 2019 - Dec 2019 | < 1 |
| Pfs Investments Inc. | Cumming, GA | Nov 2018 - Dec 2019 | 1 |
| Dell Technologies, Inc. | Round Rock, TX | Jun 2014 - Nov 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- GA
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Total Assets Under Management2,753MILLIONS
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Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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