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Lauren Wesley Matthews

Fidelity Brokerage Services LLC

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About Lauren Wesley Matthews

Lauren Matthews is a financial professional registered with Fidelity Brokerage Services LLC. Lauren is licensed to provide securities advice in all 50 states and the District of Columbia. Lauren is also registered with FINRA. Lauren has passed the Series 63, Series 7TO, and SIE exams. Lauren has been active in the financial services industry since April 2024.

Firm Information

Lauren Matthews is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Lauren Matthews’s Registration & Firm History

FL

04/22/2024 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 05/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 3 public disclosures for Lauren Wesley Matthews. Review regulatory record here.
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