Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wagner is a financial professional with Avantax Investment Services, Inc. Matthew has been in the financial industry since 2016. Matthew has a Series 7, Series 63, and SIE licenses and is registered in six states: California, Delaware, Massachusetts, New Jersey, Ohio, and Pennsylvania. Matthew's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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2
PA
01/17/2017 - Present
Avantax Investment Services, Inc. (HOLLAND PA)
NJ
10/18/2016 - 01/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 11/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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