Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baity is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 9 years of experience in the industry. Matthew holds licenses and certifications from FINRA, and is registered in Colorado. Matthew has previously worked at PNC Investments, TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC and U.S. Bancorp Investments, Inc. Matthew is a Certified Financial Planner and specializes in retirement planning, college savings, estate planning, insurance and investment planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
CO
06/15/2023 - Present
Wealth Enhancement Advisory Services, LLC (WESTMINSTER CO)
CO
10/28/2021 - 06/22/2023
PNC INVESTMENTS (NORTHGLENN CO)
CO
03/28/2018 - 11/01/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Denver CO)
CO
09/25/2015 - 03/13/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
06/19/2014 - 07/15/2015
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE CO)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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