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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Megary is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Alexandria, VA. Matt has been in the financial services industry since 1994. Matt is a registered representative and investment advisor representative in Virginia and Texas.
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.
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2
VA
05/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
03/31/2014 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
DC
01/13/2001 - 04/24/2014
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
12/08/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 11/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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