Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Matsumoto is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Kent has been in the industry since 2004 and holds the Series 7 and Series 66 registrations. Kent is registered in 53 states and 2 jurisdictions. Kent provides financial planning, portfolio management, and educational seminars to clients. Kent works with high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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
CA
11/07/2022 - Present
Fidelity Personal AND Workplace Advisors (PALM SPRINGS CA)
CA
12/14/2017 - 08/24/2022
CITIGROUP GLOBAL MARKETS INC. (Palm Springs CA)
CA
11/09/2011 - 12/12/2017
U.S. BANCORP INVESTMENTS, INC. (PALM DESERT CA)
CA
07/25/2008 - 11/07/2011
UNIONBANC INVESTMENT SERVICES, LLC (PALM DESERT CA)
CA
07/27/2001 - 05/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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