Unclaimed
Matthew Buzzelli is a financial professional with over 10 years of experience in the industry. Currently, Matthew is registered with Bofa Securities, Inc. in Cleveland, OH, and specializes in various financial services. Prior to joining Bofa Securities, Inc., Matthew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cleveland, OH and Banc of America Securities LLC in New York, NY. Matthew holds the Series 63, Series 7, Series 24, and SIE licenses.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
OH
05/10/2019 - Present
Bofa Securities, Inc. (CLEVELAND OH)
OH
11/08/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
OH
11/01/2010 - 10/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
NY
03/13/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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