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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Petersen is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Matthew has been in the industry since October 1, 2000, and holds the Series 7, 9, 10, 31 and 63 licenses. He is registered in 33 states and has been with Wells Fargo Advisors Financial Network, LLC since August 2016. Matthew has prior experience with Morgan Stanley and Morgan Stanley & Co. Incorporated. His areas of specialization include investments, financial planning, and portfolio management.
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
CA
08/19/2016 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
CA
06/01/2009 - 08/26/2016
MORGAN STANLEY (FRESNO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
10/02/2000 - 04/02/2007
MORGAN STANLEY DW INC. (FRESNO CA)
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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