Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Angelo Bees is a financial advisor with over 20 years of experience in the industry. Matthew is a registered representative of Wells Fargo Clearing Services, LLC in the state of Nevada. Matthew Angelo Bees has also been previously registered with Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MidSouth Capital, Inc. and Banc One Securities Corporation. Matthew specializes in providing financial planning and investment consulting services to individuals and businesses.
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
NV
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
10/01/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
NV
08/03/2007 - 09/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NV
04/29/2005 - 06/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
GA
01/07/2004 - 09/02/2004
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
IL
04/04/2003 - 06/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2003
Series 6 - Investment Company Products/Variable Contracts 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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