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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Matarazzo is an investment advisor representative with Columbia Management Investment Advisers, LLC. Michael has been in the financial industry for over 22 years. He is a licensed investment advisor in Illinois, and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Michael has previous experience with Nationwide Investment Services Corporation, Rafferty Capital Markets, LLC, Sun Life Financial Distributors, Inc., and MFS Fund Distributors, Inc. Michael's firm specializes in asset liability management, credit analysis, and asset allocation services.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/22/2018 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
OH
03/04/2013 - 04/02/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
04/03/2006 - 03/01/2013
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
MA
02/25/2003 - 03/29/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
11/25/1996 - 03/04/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State 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 11/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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