Laura Mattia, financial advisor Sarasota FL
96 score

Laura Mattia

CRD Number: 4525025
Current Firm: A New Approach Financial Planning

Laura Mattia (CRD# 4525025) is an Investment Advisor Representative working at A New Approach Financial Planning in Sarasota, FL and has over 14 years of experience in the finance industry. Laura Mattia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Baron Financial Group LLC Fair Lawn, NJ Apr 2008 - Current 8
Geller And Company New York, NY Jan 2007 - Apr 2008 1
Cendent Corporation Parsippany, NJ Jul 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Laura H. Mattia
Phone Number: 941-927-9590
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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