Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Calhoun is an investment advisor representative with Wells Fargo Clearing Services, LLC. Matt has been in the industry since August 2006 and has been registered with the state of Vermont since July 2021. He is also registered with the state of Texas. Matt is a Registered Representative with the Financial Industry Regulatory Authority (FINRA). The advisor has Series 7, Series 63 and Series 66 licenses. Matt Calhoun's firm, Wells Fargo Clearing Services, LLC, is a broker-dealer and investment advisor that offers a variety of financial products and services, including investment advisory services, brokerage services, and retirement planning. The firm manages over $558 billion in assets for individuals, corporations, and institutions.
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
VT
07/26/2021 - Present
Wells Fargo Clearing Services, LLC (BURLINGTON VT)
VT
08/08/2006 - 07/27/2021
EDWARD JONES (Montpelier VT)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities 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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