Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fuller is a financial advisor with Wealth Enhancement Advisory Services, LLC based in Dallas, TX. Matthew has been working in the financial services industry since 1992. Matthew is a registered investment advisor representative in Texas and has a strong track record of providing comprehensive financial planning services to individuals, families, and businesses. Matthew also offers investment management services, including portfolio management and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
TX
02/06/2025 - Present
Wealth Enhancement Advisory Services, LLC (DALLAS TX)
TX
08/10/2018 - 11/21/2019
IFS SECURITIES (Dallas TX)
TX
01/19/2016 - 08/09/2017
THOMPSON DAVIS & CO., INC. (DALLAS TX)
TX
10/22/2013 - 11/21/2013
GIRARD SECURITIES, INC. (WACO TX)
TX
07/27/2009 - 10/07/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
TX
11/16/2005 - 07/27/2009
RAYMOND JAMES & ASSOCIATES, INC. (FRISCO TX)
MO
07/01/2003 - 11/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/21/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/14/2000 - 09/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/08/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
11/01/1996 - 01/21/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
10/22/1993 - 11/01/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
05/08/1992 - 09/22/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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