Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Matozzo is a financial professional with over 20 years of experience in the industry. Ted has worked for a number of well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities LLC, and UBS Financial Services Inc. Ted currently works at Bofa Securities, Inc., a leading financial services firm. Ted is registered to offer securities products and services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Ted holds several industry licenses including Series 7, Series 52TO, and the SIE. Ted is dedicated to providing clients with comprehensive financial advice and guidance.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
PA
05/10/2019 - Present
Bofa Securities, Inc. (PHILADELPHIA PA)
PA
08/05/2008 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
01/16/2006 - 06/16/2008
UBS SECURITIES LLC (PHILADELPHIA PA)
NJ
05/21/2003 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/02/2002 - 05/08/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/19/1999 - 01/14/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NC
11/04/1998 - 07/29/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/25/1999 - 04/16/1999
TUCKER ANTHONY INCORPORATED
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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