Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lovell is a financial advisor with over 5 years of experience in the financial industry. Matthew is registered with Wells Fargo Clearing Services, LLC. In addition, Matthew is also registered with the following states: California, Florida, Georgia, Kentucky, Minnesota, Nevada, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Matthew has earned the Series 7, Series 63, and Series 65 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Matthew worked with Principal Securities, Inc., Northwestern Mutual Investment Services, LLC. Matthew specializes in working with individuals and businesses.
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
NC
01/31/2025 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
05/18/2020 - 12/16/2020
PRINCIPAL SECURITIES, INC. (Raleigh NC)
NC
03/06/2018 - 06/07/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)
IA
Issued 02/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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