Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Martin Howley is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC in Tennessee and Texas. Matthew has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Morgan Stanley & Co. Incorporated. Matthew holds the Series 3, 7, 31, and 66 securities licenses, as well as the SIE.
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
TN
09/01/2023 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
TN
05/19/2014 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
CA
06/01/2009 - 05/02/2014
MORGAN STANLEY (BEVERLY HILLS CA)
CA
04/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/2008
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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