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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Wier is a financial advisor with RBC Capital Markets, LLC, with over 13 years of experience in the financial industry. Matthew has a broad range of experience, specializing in providing financial advice to individuals, corporations, and other institutions. He has held prior positions at Wedbush Securities Inc. and Finacor Securities. Matthew is a Series 63, Series 7, Series 52TO, and SIE licensed representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Matthew William Solnitzky is a registered representative with RBC Capital Markets, LLC in Minneapolis, MN. Matthew has been in the securities industry since June 16, 2017. Matthew is licensed to conduct business in Minnesota. Matthew is also registered as an Investment Advisor Representative with the state of Minnesota. Matthew specializes in a variety of areas including public and private employee benefit plans, endowment funds, foundations, family trusts, various capital/operating funds, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Eaton Vance Management

location

BOSTON, MA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew J. Zucco is a registered investment advisor representative at Eaton Vance Management. Matthew is a securities professional with experience in the financial industry. Matthew earned his Series 7TO, Series 66, and SIE licenses. Matthew has been in the industry since 2018. Matthew specializes in providing portfolio management services for individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Matthew George Hedberg is a financial advisor registered with RBC Capital Markets, LLC. Matthew has been in the financial services industry since March 19, 2006. Matthew is licensed in all 50 states. RBC Capital Markets, LLC is a full-service investment bank and broker-dealer. They provide a wide range of financial products and services to individual and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Bel Air, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Alexander Citrano is an active broker-dealer and investment advisor representative. Citrano has been in the industry since January 20, 2016. Citrano is currently registered with RBC Capital Markets, LLC. Citrano is registered in 38 states. Citrano has passed the Series 66, Series 7 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Matthew Christian Tache is an investment advisor representative at Fisher Investments, a firm that manages over $300 billion in assets. Matthew has been with Fisher Investments since September of 2016. Prior to joining Fisher Investments, Matthew worked at The GMS Group, LLC in Houston, Texas, where he worked from 2013 to 2016. Matthew holds Series 63, 65, 7, and SIE licenses. Matthew is a specialist in financial planning, portfolio management, and portfolio assessment.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP | CFA ® (Certifications)

location

New York, NY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Palazzolo is a financial advisor registered with Alliancebernstein LP. Matthew is also registered as an investment advisor representative in New York. Matthew has been working in the financial industry since August 10, 2010. Matthew has experience at Prudential Equity Group, LLC and Electronic Trading Group, LLC. Matthew is a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

MYSTIC, CT

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Harrison Spring is a financial advisor with Stifel, Nicolaus & Company, Inc., registered with FINRA and licensed in numerous states across the US. Matthew has been active in the industry since 2015 and has a strong foundation in both securities and investment advisory services. Matthew offers financial planning services and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC | CFA ® (Certifications)

location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Matthew MacDonald is a financial advisor currently registered with Beacon Pointe Advisors, LLC. Matthew is an investment advisor representative with over 20 years of experience in the financial services industry. Matthew's experience includes roles at Deutsche Bank Securities Inc., Credit Suisse Securities (USA) LLC, and Wells Fargo Clearing Services, LLC. Matthew is licensed to provide investment advisory services in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sequoia Financial Group, LLC

location

Troy, MI

0 Disclosures

ADVISOR BIO

Matthew Teetor is a financial advisor with Sequoia Financial Group, LLC, registered in Michigan and Texas. Matthew has been a financial advisor since 2004 and holds a Series 65 license. Matthew's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Matthew also provides services to pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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