Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mead is a financial advisor who has been in the industry since 2006. He is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at LPL Financial LLC, J.P. Morgan Securities LLC, and Credit Suisse Securities (USA) LLC. Matthew Mead holds a Series 7, Series 66 and SIE licenses. He specializes in providing financial advice to individuals, corporations, and institutions. Matthew Mead has over 15 years of experience in the financial industry. His clients have access to the comprehensive suite of financial products and services offered by Wells Fargo Clearing Services, LLC.
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
ID
09/13/2021 - Present
Wells Fargo Clearing Services, LLC (COEUR D'ALENE ID)
ID
08/06/2019 - 08/13/2021
LPL FINANCIAL LLC (COEUR D'ALENE ID)
CA
06/28/2017 - 05/17/2019
J.P. MORGAN SECURITIES LLC (FREMONT CA)
CA
03/24/2016 - 06/28/2017
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
04/01/2009 - 04/12/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
05/24/2006 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
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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