Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitry? Claim Your ProfileDmitry Matousov is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Dmitry has been in the financial services industry since 2006. Dmitry holds FINRA Series 7 and Series 66 licenses. Dmitry has worked for UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC in the past. Dmitry is a Certified Financial Planner. Dmitry is currently registered with Wells Fargo Advisors Financial Network, LLC in California and is registered in several other states.
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
NV
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
11/21/2012 - 02/02/2024
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
09/11/2006 - 12/04/2012
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 10/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dmitry Matousov is the right advisor for you? Invested Better is here to help.
