Unclaimed
Matthew Wells is a financial professional with over 27 years of experience in the industry. He currently works at Northern Lights Distributors, LLC based in Elkhorn, Nebraska. Matthew has a broad background with experience at several firms including Corebridge Capital Services, Inc., Jackson National Life Distributors LLC, National Planning Corporation, Kemper Distributors, Inc., and WM Financial Services, Inc. He is registered in California, Missouri, and Nebraska.
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.
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.
1
2
NE
04/24/2024 - Present
Northern Lights Distributors, LLC (ELKHORN NE)
NJ
06/20/2008 - 04/03/2024
COREBRIDGE CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TN
03/02/2001 - 07/08/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
04/12/2000 - 12/31/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IL
12/10/1998 - 05/13/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
CA
09/13/1996 - 10/20/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MT
07/13/1995 - 06/16/1997
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 02/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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