Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Taylor is a financial advisor with over 14 years of experience in the industry. Matthew is currently registered with Morgan Stanley and is licensed in multiple states. Prior to joining Morgan Stanley, Matthew was with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Matthew has experience in financial planning, portfolio management, and asset allocation advice. He is a registered representative with FINRA and is also a licensed investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
UT
04/21/2021 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
01/03/2011 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
11/20/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
06/07/2007 - 11/04/2008
EDWARD JONES (CENTERVILLE UT)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2021
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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