Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Russell is a financial advisor with over 20 years of experience in the industry. Matthew has been registered with Wells Fargo Clearing Services, LLC since 2012. Matthew is also a registered Investment Advisor in Michigan and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Matthew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds Series 7, 9, 10, 31, and 66 licenses. Matthew has a CFP designation. Matthew specializes in providing investment consulting services to institutional clients. Matthew works with a wide range of clients including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. Matthew provides financial planning, portfolio management, and other investment advisory 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.
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.
1
2
MI
08/31/2012 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
09/13/2000 - 09/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TRAVERSE CITY MI)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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