Unclaimed
Matthew Junkins is a financial advisor with over 25 years of experience in the industry. Matthew is currently registered with Wells Fargo Advisors Financial Network, LLC. Matthew has been with Wells Fargo Advisors Financial Network, LLC since 2024. Prior to that, Matthew worked for WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC., FAM DISTRIBUTORS, INC., and NUVEEN INVESTMENTS. Matthew is licensed to offer securities and investment advisory services in several states. Matthew holds Series 7, Series 31, Series 63, and Series 65 securities licenses. Matthew specializes in working with individuals, corporations, trusts, and retirement plans.
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
IL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK IL)
IL
01/01/2008 - 04/15/2024
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
08/12/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JOLIET IL)
NY
08/30/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/04/2001 - 07/08/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IL
12/15/1997 - 03/27/2001
NUVEEN INVESTMENTS (CHICAGO IL)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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