Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matelwich is a financial advisor with Stifel, Nicolaus & Company, Inc. Robert has been working in the industry since 1986 and has a wide range of experience. Robert holds several licenses and certifications, including Series 7, Series 3, and Series 63. Prior to joining Stifel, Nicolaus & Company, Inc., Robert worked at several other firms, including HSBC Securities (USA) Inc., Barclays Capital Inc., Salomon Smith Barney Inc., Salomon Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in a variety of investment areas, including stocks, bonds, mutual funds, and other investment products. Robert can help clients with their financial planning, retirement planning, and estate planning needs.
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
PA
02/03/2012 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
NY
08/11/2003 - 11/17/2011
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
06/11/2001 - 08/11/2003
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/21/1988 - 06/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
10/21/1986 - 12/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/07/1986 - 10/28/1986
AUSTIN, DAVENPORT ASSOCIATES, INC.
NA
02/19/1986 - 05/09/1986
INVESTORS CENTER INCORPORATED
BC
Issued 11/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
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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