Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ratto is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Maple Valley, Washington. Matthew has been in the industry since 2023 and holds the Series 7TO and SIE licenses. He is a licensed advisor in Texas and Washington, and has been a part of several organizations including Farmers Insurance, SVN Cornerstone Commercial Real Estate, Ten Capital Wealth Advisors, Gonzaga University Athletics Program, Oakland Athletics/Athletics Investment Group LLC, My Neighborhood Handyman, Oakland Hills Tennis Club, Catholic Youth Organization, Trukid Skincare, and Bank of America, N.A. Matthew specializes in a wide range of financial services including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
WA
09/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MAPLE VALLEY WA)
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2023
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
Not sure Matthew Ratto is the right advisor for you? Invested Better is here to help.
