Matthew Alimena (CRD# 1256594) is an Investment Advisor Representative working at Wealthnest Capital Inc. in Staten Island, NY and has over 39 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthnest Capital, Inc. | Staten Island, NY | Nov 2015 - Current | 8 |
| Mml Investors Services | Edison, NJ | Jul 2014 - Nov 2015 | 1 |
| Metlife Securities Inc. | Staten Island, NY | Dec 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- NJ
- NY
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$200,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, NY, TX
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