Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Joseph Matriss is a financial advisor who has been in the industry since 2009. Shaun is currently registered with Wells Fargo Clearing Services, LLC, and has previously worked with MML Investors Services, Inc. and MetLife Securities Inc. Shaun's expertise is focused on providing financial planning and investment management services to individuals and businesses. Shaun is a Series 6, 7, and 63 licensed representative with a strong background in the financial services industry.
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
NJ
05/04/2011 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NJ
04/30/2010 - 08/25/2010
MML INVESTORS SERVICES, INC. (BRIDGEWATER NJ)
NJ
07/09/2008 - 04/16/2010
METLIFE SECURITIES INC. (SHORT HILLS NJ)
BC
Issued 07/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
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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