Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vincent storm Kurtin is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Matthew has been in the financial services industry since 2016. Matthew holds Series 7, Series 66 and SIE licenses and is registered to conduct business in 53 states and the District of Columbia. Previously, Matthew worked at UBS Financial Services Inc. and AXA Advisors, LLC. Matthew is a Chartered Financial Analyst.
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
NY
09/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NJ
03/28/2017 - 09/10/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
04/06/2016 - 10/12/2016
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 05/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities 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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