Matthew Wells, financial advisor Columbia MD
90 score

Matthew Wells

CRD Number: 6053870
Current Firm: Northwestern Mutual Investment Services,llc

Matthew Wells (CRD# 6053870) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Columbia, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ryan Walterhoefer Columbia, MD Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Baltimore, MD Apr 2012 - Current 4
Northwestern Mutual Investment Services, LLC Baltimore, MD Apr 2014 - Dec 2015 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2012 - Dec 2015 3
Unemployed Princeton, NJ Feb 2012 - Apr 2012 < 1
New York Sports Clubs - Princeton Princeton, NJ Dec 2008 - Jan 2012 3
Washinton Sports Clubs - Chevy Chase Washington, DC Oct 2008 - Jan 2012 3
Wasington Sports Clubs - Gallery Place Washington, DC Oct 2008 - Jan 2012 3
Unemployed Baltimore, MD Jun 2008 - Sep 2008 < 1
Sports International Laurel, MD May 2007 - May 2008 1
Unemployed Hiawatha, NJ Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Matthew C. Wells
Phone Number: 866-664-7737
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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