Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Estkowski is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Oakbrook, IL. Matthew has been in the financial services industry since June 23, 2006. Prior to joining Wells Fargo Advisors Financial Network, LLC, Matthew was registered with Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 7, Series 9, Series 10, Series 31, and Series 66 licenses. Matthew provides portfolio management for businesses, portfolio management for individuals, investment consulting services to institutional clients, financial planning, and selection of other advisers.
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
IL
04/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK IL)
IL
01/08/2016 - 04/11/2024
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
06/01/2009 - 12/19/2015
MORGAN STANLEY (BARRINGTON IL)
IL
01/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
05/17/2006 - 11/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
MI
03/14/2006 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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