Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dean Wilson is a financial advisor with over 15 years of experience in the industry. Matthew has Series 7, 66 and 65 licenses and holds his Series 7 and Series 66 licenses. Matthew is registered in 17 states and is currently employed by Commonwealth Financial Network, a Registered Investment Advisor firm. Matthew is also an insurance agent for fixed insurance sales. The main office of Commonwealth Financial Network is located in Waltham, Massachusetts, and the firm has over 3,300 investment advisor representatives and over 2,500 licensed agents. Commonwealth Financial Network provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
PA
04/14/2015 - Present
Commonwealth Financial Network (HANOVER PA)
PA
08/27/2009 - 11/06/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (HANOVER PA)
IA
Issued 04/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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