Unclaimed
Matthew Olson is a securities professional with experience in the financial services industry. Matthew is currently registered with Wells Fargo Securities, LLC and holds the Series 63, Series 24, Series 99TO, SIE, and Series 79 licenses. Matthew has been in the industry since February 21, 2017. Matthew is registered in North Carolina.
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.
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.
1
2
NC
02/22/2017 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Olson is the right advisor for you? Invested Better is here to help.