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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDowell is a financial advisor with Morgan Stanley, where he has been employed since 2015. He has a strong background in the financial services industry, with prior experience at Wells Fargo Advisors, LLC. Matthew McDowell has been actively involved in the industry since 2004, providing financial advice and guidance to individuals, families, and businesses. Matthew McDowell is licensed to provide securities and investment advisory services in 23 states. Matthew McDowell holds both Series 66 and Series 7 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/25/2020 - Present
Morgan Stanley (Napa CA)
CA
01/03/2011 - 03/11/2015
WELLS FARGO ADVISORS, LLC (FAIRFIELD CA)
CA
01/07/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALLEJO CA)
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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