Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matheus? Claim Your ProfileMatheus Borborema Ale is a registered representative and investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Matheus began their career in the financial services industry in December 2016. Matheus has passed the Series 7, Series 66 and SIE exams and has a combined total of 24 approved registrations across 26 states. Matheus is currently registered in Florida and Texas, and is also licensed in California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Missouri, Nebraska, Nevada, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, Vermont, Virgin Islands, Virginia, Washington and Wisconsin. Matheus is a specialist in several areas of financial advising. Matheus has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since March of 2018 and has also worked at XP Securities, LLC, Miami Dolphins, Loyola University Chicago, University of Miami, Bank of America, N.A.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
01/11/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
12/20/2016 - 03/19/2018
XP SECURITIES, LLC (MIAMI FL)
BOTH
Issued 04/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matheus Ale is the right advisor for you? Invested Better is here to help.
