Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Materazzi is a financial advisor with Fifth Third Securities, Inc. located in Nashville, Tennessee. Stephen has been in the financial services industry since February 2, 1995. Stephen offers a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen is registered with FINRA and has a Series 7, Series 4, Series 55, Series 63 and SIE licenses. He has been registered with Fifth Third Securities, Inc. since June 23, 2016. Prior to that, Stephen was registered with CETERA INVESTMENT SERVICES LLC, AVONDALE PARTNERS, LLC, KEEFE, BRUYETTE & WOODS, INC., UBS WARBURG LLC, UBS PAINEWEBBER INC. and J.C. BRADFORD & CO.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/23/2016 - Present
Fifth Third Securities, Inc. (NASHVILLE TN)
TN
02/06/2014 - 06/24/2016
CETERA INVESTMENT SERVICES LLC (NASHVILLE TN)
TN
05/26/2009 - 08/19/2013
AVONDALE PARTNERS, LLC (NASHVILLE TN)
NY
12/03/2001 - 04/07/2009
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
03/12/2001 - 07/09/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
06/22/2000 - 03/12/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/04/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 2/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/5/1996
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/3/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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