Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Appenfelder is a financial advisor with Pimco Investments LLC, located in Newport Beach, California. Matthew has been working in the financial industry since 2011 and holds a Series 3, 7, 24, and 66 license. Matthew is registered in 32 states, and is an active member of the financial industry.
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
CA
07/04/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BOTH
Issued 08/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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