Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jay Weitz is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 1982 and holds Series 7, 9, 10, 31, 63, and 65 licenses. Matthew is also registered as an investment advisor representative with the firm and holds state registrations in several states. He provides investment advisory and financial planning services to individuals, businesses, and charitable organizations.
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
AR
08/12/2016 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
NY
06/15/1987 - 02/25/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/24/1982 - 06/19/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 09/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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