Unclaimed
Christian Choice Matthews is a financial advisor with Wells Fargo Clearing Services, LLC. Christian has been in the financial industry since 2007 and holds licenses to practice in Colorado and Texas. Christian has obtained the Series 66, Series 7 and SIE licenses. Christian has previous experience working for A. G. Edwards & Sons, Inc.. Christian is currently registered as a Registered Representative (RA) in Colorado and Texas. Christian is a financial professional that can provide advice on a broad range of financial needs.
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.
1
2
CO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
TX
02/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KERRVILLE TX)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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