Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Duke is a financial advisor at Wells Fargo Advisors Financial Network, LLC, a firm with a strong reputation for providing comprehensive financial services. Matthew has been in the financial industry since 2008 and has a deep understanding of investment strategies. Matthew is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Matthew has experience working with a wide range of clients, including individuals, families, and businesses. Matthew holds the Series 7, Series 63, and Series 24 licenses, as well as the Securities Industry Essentials (SIE) exam. Matthew has a proven track record of success in the financial industry and is dedicated to providing his clients with the highest level of service.
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
11/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PEACHTREE CITY GA)
GA
04/30/2019 - 10/03/2023
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
FL
01/30/2014 - 09/22/2015
UNITED CAPITAL MARKETS, INC. (MIAMI FL)
GA
05/11/2011 - 03/06/2013
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
09/29/2008 - 11/08/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
TN
05/07/2008 - 05/30/2008
CARTY & COMPANY, INC. (MEMPHIS TN)
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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