Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Raye is a financial advisor with Wells Fargo Clearing Services, LLC. Matthew has been in the financial industry since September 18, 2001. Matthew is registered with the state of Missouri and has passed Series 4, 7, 24, 63, and 66 exams. Matthew also holds a SIE designation. Previously, Matthew worked with Edward Jones and Scottrade. Matthew's experience includes providing investment consulting services to institutional clients.
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
MO
05/17/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/27/2002 - 01/24/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
05/30/2001 - 09/05/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
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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