Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cuiffo is a financial advisor at Edelman Financial Engines, a firm with over 448,000 clients. Matthew has been in the financial industry since 1997 and has extensive experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Matthew is a Certified Financial Planner™ and holds a Series 63, 65 and 66 licenses. Matthew is also a registered investment advisor in the state of New York.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
04/28/2021 - Present
Edelman Financial Engines (UNIONDALE NY)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (Uniondale NY)
NY
05/01/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (Uniondale NY)
NY
11/09/2011 - 04/23/2014
PRINCOR FINANCIAL SERVICES CORPORATION (MELVILLE NY)
NY
08/24/2011 - 10/21/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
10/14/1998 - 05/24/2011
FIDELITY BROKERAGE SERVICES LLC (HUNTINGTON STATION NY)
NY
04/20/1998 - 09/24/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
08/11/1997 - 02/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/06/1997 - 06/24/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 10/7/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 2/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/7/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 6/5/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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