Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hogan is a financial advisor with over 23 years of experience in the financial services industry. Matthew is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with UBS Financial Services Inc. and Piper Jaffray & Co. Matthew has a strong background in investments, financial planning, and retirement planning. Matthew is dedicated to providing personalized financial advice to help 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.
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2
MN
01/16/2014 - Present
Stifel, Nicolaus & Company, Inc. (ROCHESTER MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (ROCHESTER MN)
MN
08/21/2003 - 08/12/2006
PIPER JAFFRAY & CO. (ROCHESTER MN)
MN
08/02/1999 - 08/25/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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