Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gross is a financial advisor with over 10 years of experience in the industry. Matthew is a registered representative of Wells Fargo Clearing Services, LLC and is currently licensed in Colorado and Texas. Previously, Matthew was a registered representative with GWFS EQUITIES, INC., Chase Investment Services Corp. and Banc One Securities Corporation. Matthew has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Matthew specializes in providing financial planning, portfolio management, and investment consulting services.
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.
1
2
CO
09/10/2024 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CO)
CO
10/02/2020 - 02/18/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IL
07/06/2005 - 03/09/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/02/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 6 - Investment Company Products/Variable Contracts 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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