Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hotary is a financial advisor with over 28 years of experience in the industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Matthew worked at A. G. EDWARDS & SONS, INC., CITIGROUP GLOBAL MARKETS INC., GRUNTAL & CO., L.L.C. and OLDE DISCOUNT CORPORATION. Matthew is licensed to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Wisconsin. Matthew specializes in providing financial advice to individuals, businesses, and institutions.
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
IL
11/14/2016 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
10/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
09/08/1997 - 08/24/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/12/1995 - 08/08/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MI
08/19/1993 - 11/03/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1993
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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