Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zachary Rosen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Matthew has been working in the financial industry since 2011 and is currently registered with both Arizona and Texas. Matthew is a registered representative and has a strong background in providing a wide range of financial planning and investment consulting services to individual and institutional clients. Matthew holds Series 7, 6, 63, 65 and 24 licenses.
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
AZ
05/10/2017 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
AZ
10/14/2011 - 12/20/2011
WADDELL & REED, INC. (TUCSON AZ)
IA
Issued 02/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Rosen is the right advisor for you? Invested Better is here to help.
