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Matt Joseph Heimann

Fidelity Brokerage Services LLC

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About Matt Joseph Heimann

Matt Joseph Heimann is a financial advisor who is registered with Fidelity Brokerage Services LLC. Matt has been in the industry since 2013 and has passed the Series 7, Series 63, Series 7TO, and SIE exams. Matt is currently registered with FINRA and is active in 53 states. Matt has previously worked at Fidelity Brokerage Services LLC in Smithfield, RI.

Firm Information

Matt Heimann 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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Matt Heimann’s Registration & Firm History

KY

12/10/2020 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

RI

10/03/1995 - 11/01/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matt Joseph Heimann.
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