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Matthew Coleman

Wells Fargo Securities, LLC

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About Matthew Coleman

Matthew Coleman is a financial advisor with Wells Fargo Securities, LLC, a firm with a strong track record in the industry. Matthew has a broad range of experience in the financial industry, having been registered with the firm since 2011. Matthew's expertise includes investment banking and securities. Matthew holds Series 79, Series 63, and SIE licenses. Matthew is registered in 53 states.

Firm Information

Matthew Coleman is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Coleman’s Registration & Firm History

TX

08/06/2021 - Present

Wells Fargo Securities, LLC (DALLAS TX)

TX

10/07/2011 - 06/04/2020

WELLS FARGO SECURITIES, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 11/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Coleman.
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