Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Goldstein is a financial advisor with Wells Fargo Clearing Services, LLC, located in WOODBURY, NY. Matthew has been in the industry since 2019 and is registered with both FINRA and the state of New York. Matthew is also registered with the state of Texas. Matthew has a Series 7TO, Series 66, and SIE license and is a Certified Financial Planner. Matthew's previous employers include UBS Financial Services Inc. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
NY
07/06/2022 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
12/13/2021 - 06/16/2022
UBS FINANCIAL SERVICES INC. (JERICHO NY)
NY
11/12/2019 - 11/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NJ
04/15/2019 - 10/28/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials 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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