Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence is a financial advisor with Wells Fargo Clearing Services, LLC. Matthew has been working in the financial services industry since January 18, 1993. Matthew is registered as a Registered Representative (RA) in Pennsylvania and Texas. Matthew has worked with RBC Capital Markets, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., UBS PaineWebber Inc., Olde Discount Corporation, and Presidential Brokerage, Inc.
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
PA
07/28/2023 - Present
Wells Fargo Clearing Services, LLC (SEWICKLEY PA)
PA
01/09/2013 - 10/31/2019
RBC CAPITAL MARKETS, LLC (SEWICKLEY PA)
PA
06/01/2009 - 01/31/2013
MORGAN STANLEY (PITTSBURGH PA)
PA
12/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
10/05/2001 - 12/16/2008
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NJ
10/31/1997 - 10/19/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
05/13/1993 - 10/10/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
11/30/1992 - 04/12/1993
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 05/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Lawrence is the right advisor for you? Invested Better is here to help.
