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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Joseph Mattern is a financial advisor who is registered to provide investment advice in Arizona, Colorado and Texas. Perry has been in the financial services industry since 2000, beginning their career at A. G. Edwards & Sons, Inc. Perry joined Wells Fargo Clearing Services, LLC in 2008 and transitioned to Wells Fargo Advisors LLC in 2009 before founding Mattern Capital Management, LLC in 2019. Perry specializes in providing financial planning, investment management and other related services to individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations. Perry is a Certified Financial Planner (CFP) and holds multiple licenses, including Series 7, 9, 10, 31 and 66.
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.
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
CO
05/14/2019 - Present
Mattern Capital Management, LLC (LAKEWOOD CO)
CO
01/01/2008 - 02/19/2019
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
05/19/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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