Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Van Cook Wells is a registered investment advisor representative with Greenbelt Investment Advisors, LLC. Matthew has over 20 years of experience in the financial services industry and has held various roles at firms such as First Financial Equity Corporation, Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc., SWS Financial Services, WM Financial Services, Inc., Wells Fargo Investments, LLC, and Morgan Stanley DW Inc. Matthew has passed the Series 7, Series 31, and Series 66 exams and holds an active registration in Texas. Matthew's specialties include financial planning and portfolio management for individuals. Matthew may receive compensation for conducting insurance business, including life insurance, but devotes less than 5% of his time to these activities.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
12/07/2010 - Present
Greenbelt Investment Advisors, LLC (ROUND ROCK TX)
TX
02/09/2012 - 05/21/2013
FIRST FINANCIAL EQUITY CORPORATION (AUSTIN TX)
TX
01/12/2011 - 04/01/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
TX
04/30/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
03/24/2006 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
07/08/2005 - 03/28/2006
SWS FINANCIAL SERVICES (AUSTIN TX)
CA
11/05/2004 - 07/19/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/12/2003 - 11/09/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
04/26/2002 - 09/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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