Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Solis is a financial advisor with over 15 years of experience in the financial services industry. Matthew is currently registered with Wells Fargo Clearing Services, LLC, a leading provider of financial services. Matthew has a broad range of experience in the financial services industry, including providing investment advice to individuals, businesses, and institutions. Matthew holds a Series 66 and Series 7 license as well as the Securities Industry Essentials exam (SIE). Matthew also holds a Series 7 license and is registered with the state of California.
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (MILLBRAE CA)
CA
03/26/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MILLBRAE CA)
CA
07/11/2007 - 09/11/2007
WELLS FARGO INVESTMENTS, LLC (DALY CITY CA)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
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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