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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 Dion is a financial advisor at Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 2007 and is licensed in 22 states. Matthew Dion's firm has 2220 licensed agents and 3227 registered representatives. Matthew Dion has a variety of licenses including Series 7 and Series 6. He is also a registered investment advisor representative. He is a specialist in working with individuals, corporations, and institutions. Matthew Dion's current employer offers a variety of services to its clients including investment consulting, financial planning, pension consulting, and portfolio management. Matthew Dion has experience working with clients of all types, including high net worth individuals, corporations, and charitable organizations.
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
GA
03/06/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
10/18/2007 - 03/04/2024
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL GA)
NJ
01/29/2002 - 02/20/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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