Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Martinho is a registered investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., located in New York, NY. Matthew Martinho has been in the securities industry since May 13, 2012. Matthew Martinho has passed the following exams: Series 63, Series 66, Series 7, and SIE. Matthew Martinho holds active registrations in 36 states, as well as the District of Columbia and Puerto Rico. Matthew Martinho has previously been employed with National Securities Corporation and Arjent LLC.
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
NY
03/05/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
05/29/2015 - 02/10/2016
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
04/24/2012 - 06/25/2015
ARJENT LLC (NEW YORK NY)
BOTH
Issued 03/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
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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