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AM

Alfred F. Matarazzo

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CRD#: 322635
AM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alfred Francis Matarazzo SR, who also goes by Alfred Francis Matarazzo Sr., was a registered financial advisor .

Alfred is a previously registered financial advisor and started their career in finance in 1958. Alfred had worked at 5 firms and has passed the Series 63, Series 1, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alfred Francis Matarazzo Sr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 28, 1998 - December 31, 2008

MAIN LINE FINANCIAL ADVISORS, LLC.

RIA
CRD#: 121583
MALVERN, PA
Past

September 25, 1992 - August 20, 2010

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
POTTSTOWN, PA
Past

September 3, 1986 - August 20, 2010

FSC SECURITIES CORPORATION

BD
CRD#: 7461
POTTSTOWN, PA
Past

January 13, 1975 - September 4, 1986

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

June 13, 1974 - August 7, 1975

AMERICAN CAPITAL MARKETING, INC.

BD
CRD#: 6699
Past

April 7, 1958 - April 22, 1977

PENNSYLVANIA FUNDS CORPORATION

BD
CRD#: 3005

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/1/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/7/1958
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ML
MAIN LINE FINANCIAL ADVISORS, LLC.
MAIN LINE FINANCIAL ADVISORS, LLC.

CRD#: 121583 / SEC#: 801-68909

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Contact information


Main Address
110 N Phoenixville Pike #300, Malvern, PA 19355
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MAIN LINE FINANCIAL ADVISORS, LLC.

CRD#: 121583

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