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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathias? Claim Your ProfileMathias Meela is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mathias has been in the industry since June 4, 2017. Mathias holds the Series 7, Series 63, and Series 65 licenses and has worked for several prominent firms in the past including Wells Fargo Clearing Services, LLC, Riversource Distributors, Inc., and Ameriprise Financial Services, Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large, well-established firm with a strong track record. They provide a variety of financial services, including portfolio management, financial planning, and investment research. They have a large and diverse client base, which includes individuals, families, businesses, and institutions.
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
NY
07/27/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MN
06/22/2021 - 03/03/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
06/07/2018 - 08/18/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/10/2016 - 06/07/2018
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
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
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