Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Steiger is an investment advisor representative with City National Securities, Inc. Matthew has been in the industry since 2003 and holds licenses for both securities and investment advising. Matthew has a strong background in financial planning and portfolio management. Matthew has worked with individuals, families, and businesses in providing financial guidance and investment advice. Prior to joining City National Securities, Inc. Matthew worked at Essex National Securities, Inc. Matthew's experience and expertise make him a valuable resource for clients seeking investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
11/07/2016 - Present
City National Securities, Inc. (Beverly Hills CA)
CA
07/29/2004 - 11/27/2007
ESSEX NATIONAL SECURITIES, INC. (WEST HOLLYWOOD CA)
MA
03/03/2003 - 07/01/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 03/16/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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