Unclaimed
Matteo Invernizzi is a financial professional with over 29 years of experience in the industry. Matteo is currently registered with Savile Capital Markets LLC and is a Series 7, Series 63, and SIE licensed professional. Matteo has previously held positions at UCAPAMERICAS, MORGAN STANLEY, UBS FINANCIAL SERVICES INC., UBS INTERNATIONAL INC., UBS PAINEWEBBER INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
1
2
FL
03/14/2023 - Present
Savile Capital Markets LLC (Miami FL)
FL
05/06/2019 - 03/24/2023
UCAPAMERICAS (Miami FL)
FL
11/05/2010 - 04/30/2019
MORGAN STANLEY (MIAMI FL)
FL
01/01/2010 - 11/12/2010
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/10/2003 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NJ
11/09/2001 - 03/24/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/16/1994 - 12/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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