Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Creg? Claim Your ProfileCreg Fountain Matthews is a financial advisor at Wells Fargo Clearing Services, LLC. Creg has over 20 years of experience in the financial services industry and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Creg specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Creg has earned the Certified Financial Planner (CFP®) designation. Creg is licensed to provide securities and advisory services in multiple states including Virginia, Texas, and many more. Creg is also a Registered Representative of Wells Fargo Clearing Services, LLC.
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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2
VA
09/12/2012 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (ROANOKE VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROANOKE VA)
VA
01/29/1998 - 04/02/2007
MORGAN STANLEY DW INC. (ROANOKE VA)
IA
Issued 02/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1998
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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