Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Voelker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in FORT COLLINS, CO. Matthew has been in the financial services industry since 2016 and has a strong track record of providing clients with personalized financial advice. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Matthew is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CO
01/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT COLLINS CO)
CO
10/27/2022 - 11/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Fort Collins CO)
CO
06/23/2021 - 10/31/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
12/09/2020 - 06/07/2021
FARMERS FINANCIAL SOLUTIONS, LLC (LONGMONT CO)
CO
09/15/2016 - 12/01/2020
EDWARD JONES (GREELEY CO)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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