Unclaimed
Matthew Damante is a financial advisor associated with UBS Financial Services Inc. Matthew has been in the financial services industry for over 1 year. Matthew holds the Series 63, Series 7, Series 79TO, and SIE licenses. Matthew is registered in the state of New Jersey. Matthew has previously worked for Thinkequity LLC. UBS Financial Services Inc. has a wide variety of investment products and services available to help you achieve your 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.
See schedule d - miscellaneous
1
2
NJ
04/09/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
05/27/2023 - 10/04/2023
THINKEQUITY LLC (NEW YORK NY)
BC
Issued 06/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
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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