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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sobocinski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Matthew has been in the financial industry since July 1998 and holds the Series 7 and Series 66 securities licenses, along with the SIE exam. Matthew is a Certified Financial Planner. Matthew has experience working with individuals, corporations, and institutions. In addition to financial planning and portfolio management, Matthew provides investment consulting services to institutional clients. Matthew is registered with the state of Maryland and Texas as an investment advisor and with other states as a broker-dealer. Matthew is affiliated with Private Wealth Partners LLC and is a co-trustee for a 401K.
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
MD
08/29/2014 - Present
Wells Fargo Advisors Financial Network, LLC (ANNAPOLIS MD)
MD
03/28/2003 - 01/06/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
AZ
03/26/1999 - 04/07/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
07/24/1998 - 03/30/1999
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
BOTH
Issued 08/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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