Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ray Fortune is a registered representative of Wells Fargo Clearing Services, LLC. Matthew is licensed in Iowa and has been in the industry since 2017. Matthew holds the Series 63, Series 65, and Series 6TO licenses. Matthew offers a range of financial services including investment consulting, financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew is based in Clive, Iowa and works in the Wells Fargo Clearing Services, LLC office located in Clive, Iowa.
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.
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2
IA
04/23/2024 - Present
Wells Fargo Clearing Services, LLC (CLIVE IA)
IA
Issued 04/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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