Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Ardoyno is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. in Fort Worth, Texas. Matt has been in the industry since February 1999, with previous experience at Merrill Lynch. Matt holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses and is registered in multiple states. Matt provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
TX
01/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (FORT WORTH TX)
TX
02/03/1999 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 03/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
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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