Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mezmar is a financial advisor with over 50 years of experience in the financial services industry. Matthew is registered with Wells Fargo Clearing Services, LLC. Matthew has a broad range of experience serving clients in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wyoming. Matthew holds licenses for both broker-dealer and investment advisor activities.
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
11/14/2002 - Present
Wells Fargo Clearing Services, LLC (SEWICKLEY PA)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
07/23/1976 - 01/01/1991
BUTCHER & SINGER INC.
NA
05/09/1968 - 08/23/1976
C.S.MCKEE & CO INC
IA
Issued 03/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1980
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/1978
Series 40 - Registered Principal Examination
BC
Issued 06/14/1974
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 04/23/1968
Series 1 - Registered 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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