Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Morris is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Matt has been in the financial services industry since 2017 and has a wide range of experience working with a variety of clients, including individuals, businesses, and institutions. Matt is registered to provide investment advice in 37 states and the District of Columbia. Matt is committed to providing his clients with personalized financial advice and guidance to help them reach their financial 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.
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2
AL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DECATUR AL)
AL
06/02/2021 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE AL)
AL
01/08/2021 - 05/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORENCE AL)
AL
06/14/2019 - 01/14/2021
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
AL
11/06/2015 - 03/05/2018
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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