Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rheault is a financial professional with over 17 years of experience in the securities industry. Matthew is currently registered with Wells Fargo Securities, LLC, and is licensed to conduct business in all 50 states and Puerto Rico. Matthew holds multiple industry licenses and designations, including the Series 7, 63, 66, 79TO, and 99TO exams. Previously, Matthew was employed by BANC OF AMERICA SECURITIES LLC in New York and Charlotte and by PRIMEVEST FINANCIAL SERVICES, INC. in St. Cloud, Minnesota.
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
07/19/2010 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NC
06/30/2008 - 07/06/2010
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
NY
09/12/2007 - 05/12/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MN
12/11/2002 - 01/27/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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