Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Meline is a financial advisor with over 20 years of experience in the industry. Matthew is currently a registered representative with Sanctuary Advisors, LLC and is also registered as an Investment Advisor Representative. He has previously worked at Morgan Stanley, Citigroup Global Markets Inc., and Wells Fargo Investments, LLC. Matthew has held multiple securities licenses, including Series 3, 6, 7, and 63. He also holds the Series 65 and is a Certified Financial Planner. Matthew has been active in the industry since May 1999 and has worked in various capacities, including advisor, broker, and owner. He is committed to providing clients with high-quality financial advice and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IN
08/23/2019 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IA
06/01/2009 - 09/04/2019
MORGAN STANLEY (DES MOINES IA)
IA
10/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DES MOINES IA)
IA
04/09/2001 - 11/11/2008
WELLS FARGO INVESTMENTS, LLC (CLIVE IA)
MN
05/02/2001 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
MN
04/27/2001 - 07/26/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
TN
05/25/1999 - 04/03/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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