Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Isabella is a financial professional with over 29 years of experience in the industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC and has been with them since October 2000. Prior to this, Matthew was with First Union Brokerage Services, Inc., Signet Financial Services,Inc., First Fidelity Brokers, Inc. and Hilliard Farber & Co., Inc.. Matthew is licensed in New Jersey as a Broker-Dealer. Matthew has a diverse range of experience in the financial industry and specializes in providing advice and services to a variety of 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
MO
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
06/02/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
05/06/1998 - 05/28/1998
FIRST UNION BROKERAGE SERVICES, INC.
NC
01/29/1998 - 05/19/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
NC
08/11/1995 - 02/08/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
06/28/1995 - 01/01/1996
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NJ
11/11/1993 - 06/12/1995
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
NY
11/11/1993 - 06/12/1995
HILLIARD FARBER SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2005
Series 14 - Compliance Officer Examination
BC
Issued 09/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 12/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative 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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