Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Anderson is a financial advisor who has been in the industry since 2000. Matthew has a strong background in providing investment consulting services to institutional clients. Matthew holds Series 7, 63, and 65 licenses and has worked for several well-known firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, BB&T Investment Services, Inc., BB&T Securities, LLC, and Wells Fargo Clearing Services, LLC. Matthew currently works at Wells Fargo Clearing Services, LLC, based out of Jacksonville, Florida.
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
FL
02/05/2020 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
01/02/2018 - 01/23/2020
BB&T SECURITIES, LLC (JACKSONVILLE FL)
FL
01/27/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
10/23/2009 - 01/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/15/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
MO
09/09/2003 - 06/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/20/2000 - 06/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
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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