Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Milask is a financial advisor at Stifel, Nicolaus & Company, Inc. He has been in the industry since 2011. Matthew has experience at J.P. MORGAN SECURITIES LLC, LEERINK PARTNERS LLC, RAYMOND JAMES & ASSOCIATES, INC. and AMERIPRISE FINANCIAL SERVICES, INC. He is currently registered with the state of Florida. Matthew has a Series 63, Series 66, SIE, Series 86, Series 87 and Series 7 licenses.
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
FL
04/12/2018 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
NY
01/05/2015 - 08/10/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/20/2014 - 01/02/2015
LEERINK PARTNERS LLC (NEW YORK NY)
FL
06/05/2007 - 12/12/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/22/2006 - 03/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (GAINESVILLE FL)
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/25/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/20/2014
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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