Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mattilda? Claim Your ProfileMattilda Bott is an active financial advisor with over 23 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Mattilda provides financial advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and pension plans. Mattilda has worked with multiple firms, including Citigroup Global Markets Inc. and Legend Equities Corporation, demonstrating her extensive industry knowledge and diverse experience. In addition to her strong track record of providing financial guidance, Mattilda is well-equipped with numerous professional licenses and qualifications, including Series 6, 7, 26, 63, and 66, as well as the SIE examination.
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
FL
01/05/2010 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
NY
08/07/2000 - 06/02/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
08/02/1999 - 03/15/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 02/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts 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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