Unclaimed
Matthew Stahl is a financial advisor with Fidelity Brokerage Services LLC, registered with FINRA and the SEC. Matthew has been in the industry since February 6, 2009, and holds the Series 7, Series 31, Series 66, and SIE licenses. Matthew has previously worked for PNC Investments, AXA Advisors, LLC, and Morgan Stanley & Co. Incorporated.
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.
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.
1
2
KY
10/20/2011 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
04/07/2010 - 09/27/2011
PNC INVESTMENTS (CINCINNATI OH)
OH
06/01/2009 - 01/04/2010
AXA ADVISORS, LLC (CINCINNATI OH)
OH
09/29/2008 - 05/15/2009
MORGAN STANLEY & CO. INCORPORATED (CINCINNATI OH)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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