Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew D'addario is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the financial industry since 2013. Matthew is registered with FINRA and is licensed in multiple states to provide investment advisory services. Matthew has a strong background in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, and businesses. Matthew specializes in financial planning, pension consulting, and investment consulting services to institutional clients. Matthew has previously worked at Fidelity Brokerage Services LLC and UBS Financial Services Inc. Matthew is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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
NY
08/01/2017 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
11/24/2015 - 04/01/2016
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
10/26/2012 - 11/24/2015
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
01/26/2012 - 05/30/2012
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
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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