Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Josiah Belden is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Previously, Matthew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc. and UBS Financial Services Inc. Matthew holds licenses for Series 7, 63, and 65. Matthew is also registered in Arizona, California, Missouri and New York. Matthew specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for both 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
CA
11/23/2021 - Present
Wells Fargo Clearing Services, LLC (LAGUNA BEACH CA)
CA
02/27/2009 - 02/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/03/2008 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
10/25/2002 - 01/14/2008
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
MO
03/16/2000 - 11/12/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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