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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Knell is a financial advisor in Anchorage, AK. He is currently registered with Arbor Capital Management Inc. and has been in the industry for over 17 years. He has held positions at CUSO Financial Services, L.P., Charles Schwab & Co., Inc., and Wells Fargo Advisors, LLC. Matthew Knell has a Series 7, Series 9, Series 10 and Series 66 license. He is also a Certified Financial Planner. Matthew specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
B2b digital asset consulting
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.
A percentage of the total value of assets under management is charged.
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AK
09/02/2022 - Present
Arbor Capital Management Inc. (ANCHORAGE AK)
AK
01/02/2020 - 09/06/2022
CUSO FINANCIAL SERVICES, L.P. (ANCHORAGE AK)
AK
08/05/2014 - 12/26/2019
CHARLES SCHWAB & CO., INC. (Anchorage AK)
AK
01/29/2013 - 07/25/2014
WELLS FARGO ADVISORS, LLC (ANCHORAGE AK)
AK
01/03/2011 - 03/01/2012
WELLS FARGO ADVISORS, LLC (ANCHORAGE AK)
AK
05/17/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HOMER AK)
BOTH
Issued 06/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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