Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wagner is a financial professional with experience in the financial services industry since September 5, 2015. Currently, Matthew is registered with Foreside Fund Services, LLC. Matthew has held previous registrations with MORGAN STANLEY & CO. LLC. Matthew holds the Series 63, SIE and Series 7 securities licenses. Matthew is registered in 52 states and Puerto Rico.
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.
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NY
06/05/2017 - Present
Foreside Fund Services, LLC (New York NY)
NY
08/07/2015 - 05/05/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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