Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gordon is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has a wide range of experience in both brokerage and investment advisory services. Gordon has a proven track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and a high level of expertise to each of his clients. He is registered in multiple states and holds a variety of licenses, including Series 7, Series 63, and Series 65. He is a highly respected professional in the financial services industry and is known for his integrity and commitment to his clients.
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
NJ
08/30/2023 - Present
Wells Fargo Clearing Services, LLC (LODI NJ)
NY
04/25/2001 - 07/19/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
11/24/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
IA
Issued 01/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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