Kathy Mattioda (CRD# 1427400) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 30 years of experience in the finance industry. Kathy Mattioda 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.
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
CRD# 1014305
American Financial Advisors Inc.
Score
101
CRD# 5315390
Retirement Wealth Advisors, Inc.
Score
100
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando, FL | Mar 2017 - Current | 1 |
| Unemployed | Harrisburg, PA | Jan 2017 - Mar 2017 | < 1 |
| Pruco Securities, LLC | Camp Hill, PA | Nov 2011 - Jan 2017 | 5 |
| The Prudential Insurance Company Of America | Camp Hill, PA | Nov 2011 - Jan 2017 | 5 |
| Valic Financial Advisors | Chicago, IL | May 2004 - Nov 2011 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- AZ
- FL
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Total Assets Under Management24,745MILLIONS
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Total Number of Accounts872,893ACCOUNTS
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Average Account Value$28,348
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