Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mazar is a financial professional with over 7 years of experience in the industry. Matthew is currently registered with Stephens and holds a Series 3, 7, 66, and SIE licenses. Matthew has worked at several firms including William Blair, Citizens Capital Markets, and Goldman Sachs & Co. LLC. Matthew is a highly qualified financial professional with a proven track record of success.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
04/18/2023 - Present
Stephens (ATLANTA GA)
GA
03/23/2021 - 04/11/2023
WILLIAM BLAIR (ATLANTA GA)
GA
06/04/2019 - 03/03/2021
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
09/28/2015 - 03/26/2019
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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