Matthew Huleatt

Experienced Financial Services Professional Dedicated to Delivering Strategic Solutions and Driving Growth

Role: Financial Representative at Certified Financial Services
Location: Windsor, CT, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Matthew Huleatt

Financial Representative with Certified Financial Services. Former teacher and educator…

Experience

Financial Representative
Certified Financial Services
Mar 2024 — Present · Farmington, CT, US

Education

Wheaton College Massachusetts
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
2009 — 2013

Skills

English
Curriculum Development
Musicians
Coaching
Teaching English as a Second Language
Classroom Management
English Literature
Public Speaking
Rugby
Soccer
Education
Lesson Planning
Curriculum Design
Baseball
Literature
Percussion
Teaching

Contact information

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Work email
•••••@cfsllc.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••16

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Current company

Certified Financial Services

Financial Services · 219 employees · Founded 1986 · Paramus, New Jersey, United States

Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity. We work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being. By taking a holistic approach into your financial world, we offer an array of specialized services that will address all your needs and give you new opportunities. The Living Balance Sheet® is an electronic wealth organizational platform that we use to help you take those appropriate actions to achieve your desired results. Certified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 52 Forest Avenue Paramus, NJ 07652, ph# 20••••••00. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 20••••23. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation.

cfsllc.com

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About Matthew Huleatt

Experience

Financial Representative

Education

Wheaton College Massachusetts

Skills

Find verified contacts for anyone on LinkedIn