Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Flynt is a financial advisor with Wells Fargo Clearing Services, LLC in Boca Raton, Florida. Matthew has been in the financial industry since 2002. Matthew holds Series 7, Series 31, and SIE licenses and the Series 66 exam. Matthew works with individuals, high-net-worth individuals, corporations, and charitable organizations. Matthew previously worked at TIAA-CREF Individual & Institutional Services, LLC in Denver, Colorado.
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
FL
12/22/2022 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
CO
12/02/2010 - 07/23/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
FL
08/19/2009 - 07/29/2010
CHASE INVESTMENT SERVICES CORP. (FORT LAUDERDALE FL)
FL
04/02/2007 - 07/14/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
12/10/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/2001
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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