Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Matteis is a financial professional with over 6 years of experience in the securities industry. Paul has a Series 7, Series 63, Series 86 and Series 87 licenses. Paul has been employed with Stifel, Nicolaus & Company, Inc. since May 31, 2018. Prior to that, Paul worked at Leerink Partners LLC. Paul currently holds a Series 63 and Series 7 license. Paul is registered in Massachusetts.
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
MA
05/31/2018 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
NY
09/23/2016 - 05/31/2018
LEERINK PARTNERS LLC (NEW YORK NY)
NY
09/10/2012 - 07/15/2016
LEERINK PARTNERS LLC (NEW YORK NY)
BC
Issued 09/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/05/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/07/2012
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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