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 Jaquiss is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2012. Previously, Matthew worked at Fifth Third Securities, Inc. and Wachovia Securities, LLC. Matthew holds a Series 7, Series 63, Series 65 and Series 66 licenses. Matthew also holds a SIE license. Matthew is a Registered Representative and Investment Advisor Representative. Matthew is a Registered Investment Advisor with the state of Florida. Matthew specializes in retirement planning, college savings, estate planning, and insurance.
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
FL
11/07/2012 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
02/23/2010 - 10/18/2012
FIFTH THIRD SECURITIES, INC. (CAPE CORAL FL)
FL
06/07/2002 - 06/26/2008
WACHOVIA SECURITIES, LLC (CAPE CORAL FL)
NY
10/07/1999 - 03/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/31/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
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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