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Daniel Lee Matlock

Fidelity Personal AND Workplace Advisors

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About Daniel Lee Matlock

Daniel Matlock is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with Fidelity Personal AND Workplace Advisors and holds a Series 7 and Series 66 license. Daniel has worked with a range of clients, including individuals, businesses, and retirement plans. Daniel provides financial planning, investment management, and other advisory services. Prior to joining Fidelity Personal AND Workplace Advisors, Daniel worked at ASCEND FINANCIAL SERVICES, INC. and Strategic Advisers.

Firm Information

Daniel Matlock is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Matlock’s Registration & Firm History

TX

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (WESTLAKE TX)

MN

04/30/1998 - 10/24/2000

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 02/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Lee Matlock.
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