Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lunde is a financial advisor with over 10 years of experience in the industry. Matthew is registered with UMB Financial Services, Inc. and has previously worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Matthew holds the Series 66, Series 7, and SIE licenses. Matthew has a specialization in working with Individuals, Businesses, and other clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
TX
03/11/2019 - Present
UMB Financial Services, Inc. (Dallas TX)
TX
07/18/2012 - 01/04/2019
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
06/27/2008 - 07/28/2010
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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