Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Levin is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Dallas, Texas. Matthew has been a registered representative since 1999 and has experience working with a variety of clients, including individuals, businesses, and institutions. Matthew holds Series 7, 24, 50, 53 and 63 licenses. In addition to his experience, Matthew is also a Municipal Advisor Representative and has expertise in municipal securities.
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
TX
03/18/2021 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
NY
03/09/2010 - 03/30/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
PA
01/20/2009 - 03/11/2010
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
04/06/2006 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
03/17/1999 - 04/12/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/22/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/16/1999
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
Not sure Matthew Levin is the right advisor for you? Invested Better is here to help.
