Unclaimed Profile

Matthew Anthony Annalora

PLAN STRATEGIES INC·CENTENNIAL, Colorado

Series 7, Series 26, Series 63, Series 65, Series 66Clean record23 years registeredPLAN STRATEGIES INC

5975 S QUEBEC, CENTENNIAL, CO 80111CRD# 2157226Firm CRD# 110048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Anthony Annalora · CENTENNIAL, CO

Registration

CRD #2157226 · PLAN STRATEGIES INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLAN STRATEGIES INC

PLAN STRATEGIES INC

Sep 2015 – Jul 2019

DENVER, CO

NFP SECURITIES, INC.

Feb 2008 – Feb 2011

GREENWOOD VILLAGE, CO

NFP SECURITIES, INC.

Apr 2007 – May 2007

GREENWOOD VILLAGE, CO

LINSCO/PRIVATE LEDGER CORP.

Feb 2007 – Apr 2007

AURORA, CO

UBS PAINEWEBBER INC.

Oct 2002 – May 2003

HIGHLANDS RANCH, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · October 9, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLAN STRATEGIES INC

CRD 110048 · SEC 801-111942

AUM

$292M

Regulatory assets under management

Employees

189 client accounts

Services offered by PLAN STRATEGIES INC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at PLAN STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does Matthew Anthony Annalora offer?

Matthew Anthony Annalora is a registered financial advisor in CENTENNIAL, Colorado.

What are Matthew Anthony Annalora's credentials?

Matthew Anthony Annalora is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Anthony Annalora located?

Matthew Anthony Annalora is based in CENTENNIAL, Colorado, last registered with PLAN STRATEGIES INC.

How does Matthew Anthony Annalora charge for services?

Matthew Anthony Annalora's firm is compensated through percentage of aum, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN STRATEGIES INC?

PLAN STRATEGIES INC has approximately 3 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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