Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gerst is an investment advisor representative at Wells Fargo Clearing Services, LLC. Matthew has been in the securities industry since January 12, 1995. Matthew is registered with FINRA and has a Series 63, Series 7, and Series 65 license. Matthew is also registered with the state of Arizona as an investment advisor representative. Matthew's prior experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, and Columbus Financial, Inc. Matthew is a licensed investment advisor representative in the state of Arizona and Texas. Matthew's current practice is with Wells Fargo Advisors, LLC, but Matthew is also a manager of MMB Investments, LLC, a raw land investment company owned with his spouse.
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
AZ
06/28/2012 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
10/31/2002 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
NY
02/14/1995 - 08/08/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/18/1994 - 02/08/1995
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
IA
Issued 10/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
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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