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Matthew K
Series 63, Series 65, Series 66
Bluffton, SC
Wells Fargo Advisors
Matthew Kabala is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses, and has 11 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. In addition to his advisory role, he is involved with Princeton Harriman Insurance Solutions, providing insurance-related advisory services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.
Gene S
Series 63, Series 66
Bluffton, SC
Wells Fargo Advisors
Gene Schraeder Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also provides insurance solutions through a part-time role with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.
Alan G
Series 63, Series 65
Bluffton, SC
Wells Fargo Advisors
Alan Guenzel is a financial advisor with Wells Fargo Advisors in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He also serves as a trustee and owns a financial services firm, Marathon Financial, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that address cash flow, retirement, education, risk, and wealth transfer. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries, supporting optional implementation via brokerage or advisory programs.
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