Matthew Valle

Current Employers

Employment History

• 04/2006 → 05/2017
  Mutual Of Omaha
  Fairport, NY
• 05/2017 → 08/2018
  Mml Investors Services, Llc
  Rochester, NY
• 05/2017 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Rochester, NY
• 08/2018 → 05/2020
  Pruco Securities Llc
  Rochester, NY
• 08/2018 → 05/2020
  Prudential Insurance Company Of America
  Rochester, NY
• 05/2020 → 01/2021
  Principal Life Insurance Company
  Rochester, NY
• 05/2020 → 12/2021
  Principal Securities Inc
  Rochester, NY
• 12/2021 → 12/2022
  Guardian Life Insurance Co Of America
  Rochester, NY
• 12/2021 → 01/2023
  Park Avenue Securities, Llc
  Rochester, NY
• 02/2023 → 09/2023
  Key Investment Services Llc
  Brooklyn, OH
• 02/2023 → 09/2023
  Keybank
  Rochester, NY
• 09/2023 → Present
  Lpl Financial Llc
  Pittsford, NY

Other Businesses

1) 09/2023 - Mutual of Omaha / Non-Variable Insurance / Inv. Related / Rochester NY / Start date - 04/06/2004 - 0 Hrs per month 2) 04/30/2025 - KAFL insurance resources - Investment Related - Non-Variable Insurance -Rochester NY - Start date :10/01/2024 -40 Hrs/Mth - 10 Hrs During Trading. 3) 09/18/2025- Pittsford Tax & Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/15/2025- 120 Hours Per Month- 120 Hours During Trading 4) 09/18/2025- Pittsford Tax Partners-Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 09/15/2025- 40 Hours Per Month- 40 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-27
• S63 Uniform Securities Agent State Law Examination
  2007-11-30

Other Names

• Matthew Salvatore Valle