Matthew WeitzCRD Number: 1062612
Current Firm: Wells Fargo Advisors Financial Network, LLC
Matthew Weitz (CRD# 1062612) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Scottsdale, AZ and has over 35 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors Financial Network LLC||Scottsdale, AZ||May 2009 - Current||8|
|Wachovia Securities Financial Network, LLC||Scottsdale, AZ||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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)