Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eccles is a financial advisor at Stifel, Nicolaus & Company, Inc. located in SAN FRANCISCO, CA. Matthew has been in the securities industry since 1986 and is registered with both FINRA and the state of California. Matthew has a wide range of experience, and specializes in investment advice, portfolio management, financial planning, and pension consulting. Matthew has been with Stifel, Nicolaus & Company, Inc. since 2011. Before that, Matthew worked at STONE & YOUNGBERG LLC, JACK WHITE & COMPANY, INC., SUTRO & CO. INCORPORATED, FIRST AFFILIATED SECURITIES, INC., and BARABAN SECURITIES, INC.
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
12/19/2012 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
07/30/1990 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
NA
12/06/1988 - 07/31/1990
JACK WHITE & COMPANY, INC.
NA
08/04/1987 - 12/19/1988
SUTRO & CO. INCORPORATED
NA
01/20/1987 - 08/11/1987
FIRST AFFILIATED SECURITIES, INC.
NA
12/26/1986 - 01/29/1987
BARABAN SECURITIES, INC.
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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