Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Matza is a financial professional with over 23 years of experience in the industry. Steven is currently registered with Citizens JMP Securities, LLC, where they have been employed since 4/27/2021. Previously, Steven worked at firms like BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LADENBURG THALMANN & CO. INC., UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC and NATWEST SECURITIES CORPORATION. Steven holds the Series 16 license.
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.
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.
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CA
04/27/2021 - Present
Citizens JMP Securities, LLC (SAN FRANCISCO CA)
NY
10/03/2018 - 05/02/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
07/24/2013 - 05/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/09/2013 - 07/23/2013
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NJ
06/09/2004 - 02/06/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/19/2002 - 02/06/2013
UBS SECURITIES LLC (NEW YORK NY)
NY
07/08/1998 - 11/13/2001
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
12/18/1995 - 09/10/1997
NATWEST SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 11/29/1995
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
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