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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linoy? Claim Your ProfileLinoy Mathew is an investment advisor representative with Fidelity Personal and Workplace Advisors. Linoy has been working in the industry since March 2009. Linoy Mathew is currently registered with the state of New Jersey as a Registered Investment Advisor. Linoy Mathew is also registered with the state of New York as a Registered Investment Advisor and a Registered Broker. Linoy Mathew is also registered with the state of Texas as a Registered Investment Advisor and a Registered Broker. Linoy Mathew is also registered with FINRA and has series 6, 7 and 63 securities licenses. Linoy Mathew is registered with the state of New Jersey and New York as an Investment Adviser Representative. Linoy Mathew works with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Linoy Mathew's firm, Fidelity Personal and Workplace Advisors, manages over $818 billion in assets.
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.
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2
NY
08/23/2019 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK CITY NY)
NY
04/15/2010 - 06/08/2011
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
CT
08/10/2006 - 10/29/2007
CHASE INVESTMENT SERVICES CORP. (STAMFORD CT)
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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