Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Michael Mattson is a financial advisor who has been in the industry since 2003. Adam is currently registered with Fidelity Personal and Workplace Advisors. Adam has experience with a variety of financial products and services, including retirement planning, investment management, and college savings. Adam has held previous positions at Columbia Management Investment Distributors, Inc., Putnam Retail Management Limited Partnership, and Richard Brothers Securities. Adam is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
ME
07/22/2016 - 03/13/2017
RICHARD BROTHERS SECURITIES (SOUTH PORTLAND ME)
MA
05/01/2010 - 05/31/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/02/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/30/2003 - 11/01/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 05/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Adam Mattson is the right advisor for you? Invested Better is here to help.
