Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Hufford is a financial advisor with Wells Fargo Clearing Services, LLC. Mathew has been in the financial services industry since 2001. Mathew specializes in helping individuals, families, and businesses with their financial planning needs. Mathew is a Certified Financial Planner and holds the Series 31, Series 7, and Series 66 securities licenses. Mathew has a strong understanding of the investment markets and is committed to providing his clients with personalized financial advice. Mathew is also registered with the state of Utah as an Investment Advisor Representative.
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
UT
04/18/2016 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
02/19/2009 - 05/09/2016
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
04/02/2007 - 02/20/2009
MORGAN STANLEY & CO. INCORPORATED (HOLLADAY UT)
UT
07/27/2001 - 04/02/2007
MORGAN STANLEY DW INC. (MIDVALE UT)
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2001
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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