Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mattia is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial services industry since 2012 and is registered to provide investment advice in New Jersey. Matthew Mattia has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2012. His previous employment was also with Merrill Lynch, Pierce, Fenner & Smith Inc. in Bridgewater, New Jersey. Matthew Mattia has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Matthew Mattia has specializations in various areas including investment management, retirement planning, insurance, estate planning and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
12/23/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NJ
12/21/2012 - 11/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
BOTH
Issued 04/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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