Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Burnett is a financial advisor at Stifel, Nicolaus & Company, Inc. Matthew has been in the financial services industry since 1998. Matthew is registered in 32 states and the District of Columbia and holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew provides financial planning, portfolio management, and other services to a range of clients, including individuals, families, businesses, and charitable organizations.
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
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
12/04/2003 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
OH
04/30/2001 - 12/09/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
12/10/1999 - 03/27/2001
NUVEEN INVESTMENTS (CHICAGO IL)
IL
03/27/1998 - 10/08/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 05/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1998
Series 6 - Investment Company Products/Variable Contracts 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
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