Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wells is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry for over 8 years and has a Series 6, Series 7 and Series 66 licenses. Matthew has been registered with Fidelity Personal And Workplace Advisors since May 2022 and has previously been employed with PlanMember Securities Corporation, Waddell & Reed, BMO Harris Financial Advisors, Inc, GWFS Equities, Inc, Scottrade, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc, J.P. Morgan Institutional Investments Inc and New England Securities. Matthew offers financial planning, portfolio management and educational seminars as services.
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.
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.
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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2
MO
10/20/2022 - Present
Fidelity Personal AND Workplace Advisors (LEES SUMMIT MO)
MO
08/24/2021 - 05/25/2022
PLANMEMBER SECURITIES CORPORATION (Kansas City MO)
KS
11/23/2020 - 01/27/2021
WADDELL & REED (OVERLAND PARK KS)
KS
05/17/2018 - 04/11/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (LEAWOOD KS)
KS
01/16/2018 - 05/18/2018
GWFS EQUITIES, INC. (OVERLAND PARK KS)
MO
08/17/2015 - 05/05/2017
SCOTTRADE, INC. (KANSAS CITY MO)
MO
03/13/2015 - 07/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDEPENDENCE MO)
MO
06/03/2014 - 03/06/2015
U.S. BANCORP INVESTMENTS, INC. (BLUE SPRINGS MO)
KS
05/16/2011 - 03/04/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
NY
07/16/2004 - 12/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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