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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matiias? Claim Your ProfileMatiias Denmon is a financial advisor registered with Fidelity Personal And Workplace Advisors. Matiias has been in the financial industry since 2019. Matiias has earned the Series 63, 66, and 7 licenses. Matiias is registered to offer investment advisory services in 53 states and the District of Columbia. Matiias specializes in providing financial advice and portfolio management for individuals, businesses, and high-net-worth clients. Matiias also offers educational seminars and helps clients select other advisors.
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
TX
03/07/2023 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
CO
12/21/2021 - 09/22/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
KS
04/08/2019 - 11/05/2021
GWFS EQUITIES, INC. (OVERLAND PARK KS)
BOTH
Issued 02/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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