Unclaimed
Matthew Gross is a financial advisor with Fidelity Brokerage Services LLC. Matthew has been in the securities industry since April 5, 2009 and holds Series 6, 7, 24, 26, 63 and SIE licenses. Matthew is licensed to sell securities in the United States. Fidelity Brokerage Services LLC is a full-service brokerage firm that offers a wide range of investment products and services.
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.
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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2
KY
10/21/2016 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
06/17/1997 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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