Unclaimed
Matthew Christopher Hutchins is a financial advisor with over 16 years of experience in the financial services industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Prior to joining Wells Fargo, Matthew worked at Wells Fargo Advisors, LLC and Community Bankers Securities, LLC. Matthew is a Series 7 and Series 66 licensed advisor and has a SIE designation. Matthew specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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
FL
12/07/2011 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
08/28/2006 - 05/12/2010
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
VA
03/17/2004 - 02/07/2005
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
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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