Unclaimed
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.
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
TX
08/06/2021 - Present
Wells Fargo Securities, LLC (DALLAS TX)
TX
10/07/2011 - 06/04/2020
WELLS FARGO SECURITIES, LLC (DALLAS TX)
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
Active
Inactive
F
FINRA
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