Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Matwick is a financial advisor in WESTLAKE, TX. Kelly has been working in the financial industry since May 4, 2004. Kelly is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since February 2022. Kelly is also registered with 52 states as a Broker and 1 state as an Investment Advisor. Kelly is licensed to provide investment advice in Texas and is also registered to provide investment advice in Texas. Kelly previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated.
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
TX
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
09/20/2000 - 05/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
10/14/1994 - 03/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/15/1988 - 10/17/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
09/26/1986 - 05/11/1988
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kelly Matwick is the right advisor for you? Invested Better is here to help.
