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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Siebe is a financial advisor with Wells Fargo Clearing Services, LLC. Matthew has been working in the financial services industry since 2017. Matthew is a registered representative and investment advisor representative in Nevada, as well as in 52 other states. He is currently located at the Wells Fargo Clearing Services, LLC office in Las Vegas, Nevada. Matthew also has an investment advisor representative registration in Nevada. Matthew is a Series 7, Series 9, Series 10, Series 63, and Series 66 licensed financial advisor. He specializes in financial planning, investment management and pension 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
NV
07/11/2023 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
HI
07/05/2021 - 08/04/2022
MORGAN STANLEY (Honolulu HI)
TN
08/06/2020 - 06/28/2021
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
WI
02/04/2019 - 04/24/2020
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
AZ
07/03/2018 - 08/16/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 04/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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