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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Johansen is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Dallas, TX. Matthew has been in the financial services industry since 2000. Matthew is a Series 7, 50, 52, 53, 63 and 65 licensed representative. Matthew is also a Registered Representative for Stifel, Nicolaus & Company, Inc. and has been with the firm since April 2019. Prior to joining Stifel, Nicolaus & Company, Inc., Matthew was with STEPHENS and CITIGROUP GLOBAL MARKETS INC. Matthew's areas of expertise include retirement planning, investment management, and wealth management. Matthew is committed to helping his clients achieve their financial goals.
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
04/04/2019 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
07/16/2018 - 04/11/2019
STEPHENS (DALLAS TX)
TX
01/30/2001 - 10/10/2014
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
GA
10/18/2000 - 02/01/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 06/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/21/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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