Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mateaia? Claim Your ProfileMateaia Lovejoy is a financial advisor with Wells Fargo Clearing Services, LLC, a large firm with a focus on serving a variety of clients, from individuals to institutions. Mateaia has been in the industry since July 29, 2016, and has extensive experience working with clients in North Carolina, South Carolina, and Missouri. Mateaia has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their goals.
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
MO
02/10/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
02/23/2022 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
SC
10/17/2018 - 02/14/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
02/24/2017 - 10/03/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
12/28/2015 - 01/31/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
12/15/2015 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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