Matthew BlossCRD Number: 6551295
Current Firm: Wells Fargo Clearing Services, LLC
Matthew Bloss (CRD# 6551295) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in El Paso, TX and has over 6 years of experience in the finance industry.
Securities America Advisors, Inc.
Lpl Financial LLC
Kestra Advisory Services, LLC
|Wells Fargo Clearing Services, LLC||Bernalillo, NM||Nov 2016 - Current||5|
|Wells Fargo Bank, Na||Bernalillo, NM||Jul 2012 - Current||9|
|Cumulus Media Inc.||Albuquerque, NM||Oct 2009 - Current||12|
|Wells Fargo Advisors, LLC||Bernalillo, NM||Aug 2015 - Nov 2016||1|
|The Home Depot||Albuquerque, NM||Mar 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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