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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ann Matrosic is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Baltimore, MD. Jacqueline has over 20 years of experience in the financial services industry. Previously, she was a financial advisor at Piper Jaffray & Co., FBR Capital Markets & Co., and Ferris, Baker Watts Incorporated. Jacqueline specializes in a wide range of financial services, including investment management, financial planning, and retirement planning. She holds several professional licenses and certifications, including Series 4, 7, 16, 24, and 63.
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.
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.
1
2
MD
11/18/2011 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MN
09/08/2010 - 11/15/2011
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
VA
10/26/2004 - 08/06/2010
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
MD
02/09/2004 - 11/12/2004
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
12/22/2000 - 09/08/2003
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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