Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davis is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2020. Before that, Matthew was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2000 to 2020. Matthew specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Matthew has a strong track record of success and is committed to providing his clients with personalized financial advice.
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
MD
03/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (OLNEY MD)
DC
02/02/2000 - 03/23/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 02/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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