Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Estel is an investment advisor representative with Wells Fargo Clearing Services, LLC. Matthew has been working in the financial services industry since 2008. He has a wide range of experience, having worked with various firms including J.P. Morgan Securities, LLC, U.S. Bancorp Investments, Inc., and Waddell & Reed, Inc. He is licensed to provide investment advice in Minnesota. Matthew has a diverse client base including individuals, families, small businesses, and retirement plans.
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
MO
03/12/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
10/04/2023 - 02/29/2024
LASALLE ST SECURITIES, L.L.C. (Sterling IL)
MN
01/21/2021 - 09/14/2022
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
TX
07/27/2020 - 02/01/2021
J.P. MORGAN SECURITIES LLC (The Woodlands TX)
MN
03/26/2014 - 07/23/2020
WADDELL & REED (BLOOMINGTON MN)
MN
01/06/2012 - 04/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/13/2009 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
MN
04/08/2008 - 10/12/2009
U.S. BANCORP INVESTMENTS, INC. (SHOREVIEW MN)
MN
03/14/2007 - 04/04/2008
THRIVENT INVESTMENT MANAGEMENT INC. (BLAINE MN)
BOTH
Issued 03/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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