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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Matthews is a financial advisor with over 17 years of experience in the financial services industry. Jeffrey Matthews is a Registered Representative with Wells Fargo Advisors Financial Network, LLC, a broker-dealer that is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jeffrey Matthews also holds the Series 66, 24, 31 and 7 licenses. He is a Certified Financial Planner. Jeffrey Matthews has also previously worked at UBS Financial Services, Inc.. Jeffrey Matthews is currently registered with the states of Ohio and Texas, where he has been registered since 2010 and 2016 respectively.
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
OH
06/22/2016 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
06/23/2005 - 11/12/2010
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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