Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Roan is a financial professional with over 3 years of experience in the industry. Matthew has experience with Wells Fargo Securities, LLC and J.P. Morgan Securities LLC. Matthew holds the Series 63, 79TO and SIE licenses and is registered in 53 states and the District of Columbia.
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
CO
10/31/2022 - Present
Wells Fargo Securities, LLC (DENVER CO)
CO
02/14/2019 - 07/09/2022
J.P. MORGAN SECURITIES LLC (DENVER CO)
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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