Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Colesworthy is a financial advisor who has been in the industry since 1984. Matthew is currently registered with Wells Fargo Advisors Financial Network, LLC. Matthew has experience with a variety of financial products and services, including securities, commodities, and investment advisory services. Matthew has held previous roles with Arete Wealth Management, LLC, National Securities Corporation, Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., PaineWebber Incorporated, and Lehman Brothers Inc.
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.
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2
ID
04/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (KETCHUM ID)
ID
07/20/2022 - 04/19/2023
ARETE WEALTH MANAGEMENT, LLC (Ketchum ID)
ID
12/18/2017 - 07/20/2022
NATIONAL SECURITIES CORPORATION (KETCHUM ID)
WA
01/01/2008 - 01/03/2018
WELLS FARGO CLEARING SERVICES, LLC (SPOKANE WA)
ID
08/27/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KETCHUM ID)
NJ
11/04/1991 - 09/07/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/23/1984 - 11/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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