Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Aaron Hodus is a financial professional with over 20 years of experience in the industry. Matthew has held various roles at prominent financial institutions, including Lehman Brothers Inc., Lebenthal & Co., Inc., Credit Suisse Securities (USA) LLC, and Barclays Capital Inc. Currently, Matthew is a registered representative of Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advice in both broker-dealer and investment advisor capacities. Matthew's expertise spans multiple areas, including financial planning, portfolio management, and pension consulting.
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
CA
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (SAN RAFAEL CA)
CA
12/10/2010 - 12/04/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
12/15/2004 - 01/07/2011
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NY
05/22/2000 - 12/17/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/18/1999 - 04/24/2000
LEBENTHAL & CO., INC. (NEW YORK NY)
BOTH
Issued 06/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Hodus is the right advisor for you? Invested Better is here to help.
