Unclaimed
Matthew Ryan Hartline is a financial advisor at Wells Fargo Clearing Services, LLC. Matthew is registered with FINRA and has been working in the industry since 2010. Matthew has a strong background in the financial services industry. Before joining Wells Fargo Clearing Services, LLC, Matthew worked for Wells Fargo Advisors Financial Network, LLC and First Clearing, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
MO
05/12/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
02/18/2016 - 11/28/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/21/2013 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
02/01/2013 - 09/23/2013
SCOTTRADE, INC. (ST. LOUIS MO)
MO
06/19/2012 - 01/09/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
09/22/2010 - 06/13/2012
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
02/19/2010 - 09/14/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 03/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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