Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matan? Claim Your ProfileMatan Stein is a financial advisor registered with Citigroup Global Markets Inc.. Matan has been in the industry since August 3, 2012, holding registrations in Arizona, California, Colorado, Connecticut, Illinois, Minnesota, New Mexico, New York, Texas, Utah, and Washington. Matan has passed the Series 6, Series 7, Series 63, and Series 65 exams. Matan specializes in providing asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Matan has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp..
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/27/2016 - Present
Citigroup Global Markets Inc. (LOS ANGELES CA)
NY
10/01/2012 - 07/15/2016
J.P. MORGAN SECURITIES LLC (new york NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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