Compliance Manager, Registered Representative
As Compliance Manager, Registered Principal, Matthew Dandreo is responsible for the supervision of all individuals in the f3Logic branch office located in Massachusetts. In addition, Matthew maintains all compliance blotters and files required by FINRA.
Over his more than twenty-year career, Matthew served as the Business Manager for Compass Point Retirement Planning. Throughout his tenure, Matthew worked to assist the advisors with their clients by helping to review current situations and drafting proposed investment account recommendations. Matthew also worked directly with clients on many occasions.
• Series 7,24,63
• Insurance Producer License