Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pirollo is a financial advisor at Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Matthew has been registered with the Securities and Exchange Commission (SEC) since 2012 and holds several licenses and certifications including Series 6, 7, 63, 65, and SIE. Before joining Wells Fargo Clearing Services, LLC, Matthew worked at Northwestern Mutual Investment Services, LLC. Matthew's areas of expertise include retirement planning, investment management, and financial planning.
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
10/05/2020 - Present
Wells Fargo Clearing Services, LLC (BOULDER CO)
PA
10/02/2012 - 10/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsburgh PA)
IA
Issued 12/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Matthew Pirollo is the right advisor for you? Invested Better is here to help.
