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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ezio Di matteo is a financial advisor at Morgan Stanley with over 37 years of experience in the financial industry. George has held previous roles at UBS Financial Services Inc., McDonald Investments Inc., Key Investments Inc., and Liberty Securities Corporation. George is registered with FINRA and holds Series 7, Series 63 and Series 65 licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/28/2020 - Present
Morgan Stanley (Williamsville NY)
NY
02/09/2007 - 09/08/2020
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
NY
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (WILLIAMSVILLE NY)
OH
01/11/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
10/01/1990 - 01/22/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/22/1983 - 10/29/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
BC
Issued 03/07/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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