Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cotton is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Matthew has been in the financial industry since 2009. Matthew is registered with FINRA as a Registered Representative and Investment Advisor Representative. Matthew is also registered in 32 states as a Registered Representative and Investment Advisor Representative. Matthew specializes in retirement planning, college savings, estate planning, and insurance. Matthew is committed to helping clients reach their financial goals.
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
IN
06/15/2018 - Present
Wells Fargo Advisors Financial Network, LLC (MISHAWAKA IN)
MI
01/09/2017 - 08/02/2017
CUSO FINANCIAL SERVICES, L.P. (Niles MI)
IN
05/13/2011 - 12/22/2016
CETERA ADVISOR NETWORKS LLC (MISHAWAKA IN)
IN
11/19/2008 - 04/25/2011
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 03/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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