Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wagle is a financial advisor with over 23 years of experience in the industry. He has a strong background in securities, having passed the Series 7, Series 31, and SIE exams. Matthew is also a Certified Financial Planner™ and holds licenses in multiple states, including Pennsylvania, Texas, and California. He is currently employed by Wells Fargo Clearing Services, LLC and works out of the Clarion, Pennsylvania office. Matthew has been registered as a Broker-Dealer in Pennsylvania since 2013, and as an Investment Advisor Representative in Texas since 2022. Prior to joining Wells Fargo, Matthew worked for A. G. Edwards & Sons, Inc. in Pittsburgh, Pennsylvania from 1999 to 2008. Matthew Wagle offers a range of services including investment management, financial planning, and investment consulting.
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
PA
05/17/2022 - Present
Wells Fargo Clearing Services, LLC (CLARION PA)
PA
06/11/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURGH PA)
BOTH
Issued 09/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1999
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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