Unclaimed
Matthew Madeira has been a Registered Representative and an Investment Advisor Representative for over 40 years. Matthew is currently affiliated with Steward Partners Investment Advisory, LLC. Prior to this, Matthew was associated with Raymond James Financial Services, Inc, Oppenheimer & Co. Inc, Advest, Inc. and UBS Painewebber Inc. Matthew specializes in providing Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Matthew has been registered with the State of New Hampshire for investment advisory services and is also registered as a Broker Dealer in a number of other states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
NH
03/21/2016 - Present
Steward Partners Investment Advisory, LLC (Portsmouth NH)
NH
02/25/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
03/04/2003 - 03/02/2016
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
CT
05/25/2001 - 03/28/2003
ADVEST, INC. (HARTFORD CT)
NJ
01/28/1995 - 06/15/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/26/1979 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 06/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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