Unclaimed
Matthew Brian Tinnerino is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 27 years of experience in the financial industry. Matthew has held various roles throughout his career, most recently working with Wachovia Securities, LLC. Matthew is a Series 7, Series 24, Series 55 and Series 57TO licensed advisor and also holds a Series 63 license. Matthew is a financial professional with a broad range of experience and expertise to assist clients with a variety of financial planning needs.
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
VA
09/04/2008 - Present
Stifel, Nicolaus & Company, Inc. (RICHMOND VA)
VA
10/01/1999 - 09/03/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
08/26/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
08/24/1993 - 12/14/1993
F.N. WOLF & CO., INC.
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/23/1993
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
I
Investors' Exchange LLC
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
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