Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid William Matthews is a financial advisor with over 20 years of experience in the financial services industry. Reid currently works at Wells Fargo Clearing Services, LLC in San Diego, CA. Reid has held previous positions at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Continental Capital Investment Services, Inc. and Woodbury Financial Services, Inc. Reid has a variety of licenses and certifications including Series 3, 6, 7, 63, and 66. Reid is also a Certified Financial Planner. Reid specializes in working with individuals, corporations and businesses, charitable organizations, insurance companies, and pension and profit sharing plans.
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
CA
03/05/2021 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/23/2014 - 03/17/2021
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
CA
01/01/2008 - 10/24/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
02/28/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
OH
11/20/2001 - 01/30/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MN
10/22/2001 - 11/15/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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