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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Dematteo is an investment advisor representative with Morgan Stanley. William has been working in the industry since 2002. William has Series 3, 7, 10, 9, 24, 53, 63, and 65 licenses and is registered with the state of New York. William has over 20 years of experience in the financial services industry. William is a registered representative of Morgan Stanley and provides financial and investment advice to individuals and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/18/2014 - Present
Morgan Stanley (New York NY)
NY
06/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
CT
07/18/2006 - 06/20/2007
AXA ADVISORS, LLC (STAMFORD CT)
CA
02/08/2002 - 03/01/2005
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
10/20/2000 - 04/02/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
08/14/2000 - 10/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/2000 - 10/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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