Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Schmatz is a registered investment advisor representative with Snowden Capital Advisors LLC. Michael has been in the financial industry since November 4, 2004, and has held prior roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lew Lieberbaum & Co., Inc., and Olde Discount Corporation. Michael holds Series 63, 66, and 7 licenses as well as the SIE. Michael's current registrations include Connecticut, New York and Texas.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/04/2020 - Present
Snowden Capital Advisors LLC (Amherst NY)
NY
11/08/2006 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
NY
08/08/1996 - 01/06/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
MI
12/07/1994 - 07/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Schmatz is the right advisor for you? Invested Better is here to help.
