Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wells is a financial advisor with First Horizon Advisors, Inc. Matthew Wells has over 18 years of experience in the financial services industry. Matthew Wells is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in several states, including Texas, Louisiana, and California. Matthew Wells also holds the Series 6, 7, 63, and 66 licenses. Matthew Wells specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Matthew Wells has a strong track record of helping clients achieve their financial goals. Matthew Wells is committed to providing his clients with personalized financial advice and services. Matthew Wells is a member of the CFA Institute and is a Chartered Financial Analyst (CFA).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/11/2022 - Present
First Horizon Advisors, Inc. (Houston TX)
TX
05/21/2021 - 04/21/2022
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
12/17/2004 - 12/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
NY
07/08/2004 - 01/05/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
06/08/2001 - 07/31/2002
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 03/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Wells is the right advisor for you? Invested Better is here to help.
