Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grahn is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Matthew has been in the financial industry for over 16 years. Matthew is licensed to provide advisory services in 42 states and the District of Columbia. Matthew has experience in providing investment advisory services to individuals, businesses, charitable organizations, and institutional clients. Matthew holds the Series 3, 7, 9, 10, 66 and SIE licenses. Matthew's previous work experience includes roles at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A.G. Edwards & Sons, Inc.
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
IL
09/17/2020 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON IL)
IL
02/05/2020 - 09/17/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON IL)
CA
01/19/2011 - 10/28/2019
WELLS FARGO CLEARING SERVICES, LLC (ANAHEIM CA)
MO
03/16/2009 - 01/12/2011
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
MO
09/18/2007 - 03/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
03/19/2007 - 08/21/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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