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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Demattia is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alan has been in the financial services industry since October 1988 and is licensed to provide investment advice in several states. Alan has worked previously for Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
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NJ
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FLORHAM PARK NJ)
NJ
01/30/2015 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 02/03/2015
MORGAN STANLEY (MORRISTOWN NJ)
NJ
04/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
07/29/1994 - 04/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
10/19/1988 - 08/02/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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