Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Byron Dann is a financial advisor in Frisco, Texas. Matthew has been working in the financial industry since 2001. Matthew is registered with Wells Fargo Clearing Services, LLC. Matthew is also registered as an Investment Advisor Representative in Texas. Matthew has a Series 7, Series 31, and Series 63 license as well as a Series 65. Matthew specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and investment consulting services to institutional clients. Previously, Matthew worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.
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
TX
03/26/2010 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
03/22/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2001
Series 7 - General Securities 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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