Matthew Mascera (CRD# 2628543) is an Investment Advisor Representative working at World Equity Group, Inc. in Westport, CT and has over 25 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Equity Group, Inc. | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Medreceivables Financial Management, Inc. | Deerfield Beach, FL | Apr 2023 - Jun 2023 | < 1 |
| Osprey Funds, LLC | Fairfield, CT | Apr 2021 - Apr 2023 | 2 |
| Rex Shares | Fairfield, CT | Feb 2020 - Apr 2021 | 1 |
| Unemployed | Westport, CT | Jul 2019 - Jan 2020 | < 1 |
| Seacliff Capital, LLC | Westport, IL | Feb 2016 - Jun 2019 | 3 |
| Unemployed | Westport, CT | Sep 2015 - Jan 2016 | < 1 |
| Fbr Capital Markets & Company | Arlington, VA | Jun 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Feb 1999 |
- CT
- FL
- GA
- IL
- MA
- NJ
- NY
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Total Assets Under Management859MILLIONS
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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