Unclaimed
Matthew Cheung is a financial professional with over 10 years of experience in the financial services industry. Matthew is currently registered with Wells Fargo Securities, LLC and holds licenses for Series 52, Series 53, Series 63, Series 99TO, and SIE. Matthew is registered with the state of North Carolina.
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.
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.
1
2
NC
11/01/2012 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 12/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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