Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Damiano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the financial industry since 2000. Matthew has a wide range of experience in the industry, having worked with various firms. Matthew has a proven track record of providing financial advice to individuals, corporations, and institutions. Matthew is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
11/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
03/17/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NJ
05/19/2003 - 03/29/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/20/2002 - 05/05/2003
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
01/25/2002 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
01/02/2001 - 01/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/06/2000 - 12/06/2000
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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