Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Medeiros is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew holds the Series 7TO, SIE, and Series 66 licenses and is registered in 18 states to provide investment advice. Matthew has been in the industry since 2022. His firm, Merrill Lynch, Pierce, Fenner & Smith Inc., has been in business for over 100 years and offers a variety of financial services, including investment management, financial planning, and retirement planning. The firm has over $1.27 trillion in assets under management and serves a diverse clientele, including individuals, families, businesses, and institutions. Matthew has a strong track record of success and is committed to helping his 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.
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
02/14/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials 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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