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Zoe Nicole Matthew

Pimco Investments LLC

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About Zoe Nicole Matthew

Zoe Nicole Matthew is a financial professional with Pimco Investments LLC, working in the New York branch office. Zoe has obtained the Series 3, Series 7TO and Series 63 licenses as well as the SIE exam. She has been active in the industry for 23 days and has registered in 51 states across the country.

Firm Information

Zoe Matthew is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zoe Matthew’s Registration & Firm History

NY

10/24/2023 - Present

Pimco Investments LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2023

Series 3 - National Commodity Futures Examination

BC

Issued 10/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zoe Nicole Matthew.
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