Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lee Lawing is a registered representative with Wells Fargo Clearing Services, LLC, and has been working in the financial services industry since April 2008. Matthew is a financial professional with broad experience serving individuals, high net worth individuals, corporations, business development companies, pension and profit-sharing plans, and charitable organizations. Matthew is licensed to provide investment advice and securities trading in several states. He also holds Series 7, 31 and 66 licenses. Matthew has a background with Morgan Stanley and Citigroup Global Markets Inc. In addition to his work with Wells Fargo, Matthew serves on the Investment Committee for the Southern Miss Alumni Association.
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.
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2
MS
01/19/2018 - Present
Wells Fargo Clearing Services, LLC (HATTIESBURG MS)
MS
06/01/2009 - 05/12/2014
MORGAN STANLEY (HATTIESBURG MS)
MS
04/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HATTIESBURG MS)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/2008
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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