Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Todd Gelsheimer is a financial advisor with Wells Fargo Clearing Services, LLC. He has over 20 years of experience in the financial services industry, having previously worked for Merrill Lynch and Morgan Stanley. Matthew holds Series 7, 31, and 66 securities licenses. He specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Matthew's current firm is Wells Fargo Clearing Services, LLC and he is licensed to provide advice in 27 states.
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.
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2
KS
08/23/2022 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
KS
11/26/2012 - 08/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
06/01/2009 - 12/05/2012
MORGAN STANLEY (LEAWOOD KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
01/20/2006 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
KS
10/16/2000 - 01/25/2006
EDWARD JONES (PRAIRIE VILLAGE KS)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2000
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
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