Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Craig is a financial advisor who has been in the industry since September 29, 2017. He currently works for Moelis & Co. LLC. Previously, Matthew worked for WELLS FARGO SECURITIES, LLC. Matthew is registered in the state of Texas. He has passed the Series 63, Series 7TO, SIE and Series 79 exams.
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.
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.
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TX
06/04/2019 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
09/18/2017 - 05/22/2019
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
BC
Issued 09/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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