Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Power is a financial advisor with over 27 years of experience in the industry. Matthew is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously worked for UBS Financial Services Inc. and Stifel, Nicolaus & Company, Incorporated. Matthew specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting and 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.
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
NJ
06/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MOUNTAINSIDE NJ)
NJ
03/08/2012 - 06/24/2024
UBS FINANCIAL SERVICES INC. (WESTFIELD NJ)
PA
09/25/2009 - 03/09/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHLEHEM PA)
PA
06/18/2004 - 09/25/2009
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
MO
07/01/2003 - 06/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/24/1996 - 04/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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