Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Wheeler is a financial professional with experience in the financial services industry. Matthew is currently registered with AMG Distributors, Inc. in Stamford, CT, where they hold a Series 66, 63, 7, 6 and SIE licenses. Prior to this, Matthew Wheeler was employed by Fidelity Brokerage Services LLC in Merrimack, NH.
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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CT
11/06/2019 - Present
AMG Distributors, Inc. (STAMFORD CT)
NH
03/01/2019 - 09/05/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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