Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brinkley is a registered representative with Wells Fargo Clearing Services, LLC. Matthew has over 7 years of experience in the financial services industry. Matthew is licensed to offer securities and investment advisory services in 29 states and the District of Columbia. Matthew holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Matthew has experience working with a variety of clients, including individuals, families, businesses, and institutions. Matthew is committed to providing his clients with personalized financial advice and investment strategies tailored to their specific needs and goals.
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
NC
04/06/2023 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
08/04/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
01/15/2019 - 07/27/2021
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
03/14/2016 - 07/24/2017
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
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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