Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pardee Gnau is a financial advisor at Wells Fargo Clearing Services, LLC. Matthew has over 20 years of experience in the financial services industry. Matthew is registered with the Securities and Exchange Commission as an investment advisor representative, and he is licensed to sell securities in multiple states. Matthew has earned numerous professional designations, including the Series 7, Series 63, Series 24, Series 9, Series 10, Series 31, and the SIE exams. Matthew provides investment consulting services to both individual and institutional clients. Matthew also provides financial planning services.
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
CO
01/01/2013 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
WA
03/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
WI
03/22/2005 - 03/03/2008
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
01/01/2004 - 03/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 12/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2003
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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