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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 Abrams is a financial advisor with Freestone Capital Management, LLC located in Seattle, Washington. Matthew has been in the industry since December 2015 and has a combined state law exam. Matthew also holds the Series 7 and SIE exams. Matthew's experience includes working for Wells Fargo Advisors and Wells Fargo Bank NA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
12/01/2016 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
12/04/2015 - 12/01/2016
WELLS FARGO ADVISORS (EVERETT WA)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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