Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Orian is an investment advisor representative with over 10 years of experience in the financial services industry. Matthew has been registered with Wells Fargo Clearing Services, LLC since December 2022, and has previously held positions at Bancwest Investment Services, Inc., Pacific Select Distributors, LLC, and TD Ameritrade, Inc. Matthew is a Series 63, 65, 66 and SIE licensed professional. Matthew is a board member of Christian Record Services, Inc.
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
NE
12/16/2022 - Present
Wells Fargo Clearing Services, LLC (LINCOLN NE)
NE
11/23/2021 - 12/13/2022
BANCWEST INVESTMENT SERVICES, INC. (LINCOLN NE)
NE
09/28/2018 - 11/12/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
08/08/2016 - 09/07/2018
TD AMERITRADE, INC. (OMAHA NE)
NE
05/12/2015 - 08/03/2016
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
05/03/2013 - 03/04/2015
WADDELL & REED (LINCOLN NE)
MN
07/13/2001 - 08/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/2001 - 08/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
08/22/2000 - 05/14/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
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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