Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitley? Claim Your ProfileWhitley Matthews is a financial advisor with over 27 years of experience in the industry. Currently, Whitley is affiliated with Wells Fargo Clearing Services, LLC, and holds licenses to provide investment advice in Georgia and Texas. Whitley has previously worked for Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., and Wachovia Securities, Inc. Whitley has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions.
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.
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2
GA
09/27/2018 - Present
Wells Fargo Clearing Services, LLC (MACON GA)
GA
06/01/2009 - 11/15/2012
MORGAN STANLEY (MACON GA)
GA
09/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MACON GA)
GA
11/09/2001 - 09/26/2006
UBS FINANCIAL SERVICES INC. (MACON GA)
NC
09/22/1994 - 02/13/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1994
Series 7 - General Securities 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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